Private Client Paralegal

Job Description:

Do you have at least 5 years’ experience dealing with executries, and seeking your next career move? Our client, a law firm based in Edinburgh, is currently seeking a Private Client Paralegal to join their team on a permanent basis. In this role, you will administer and manage a caseload of executry files independently within a team of Executry Paralegals.

Skills/Experience: Relevant formal qualification(s), preferably as recognised by the Law Society of Scotland Accredited Paralegal scheme At least 5 years’ previous experience dealing with executries is essential A commercial focus in managing workload effectively and efficiently Excellent interpersonal skills, both written and oral Able to build professional relationships with clients and third parties Good organisational skills and the ability to prioritise tasks A high level of accuracy and strong attention to detail Ability to work independently as well as part of a team, delegating to and supporting colleagues Good working knowledge of Microsoft Office applications.

Core Responsibilities: Administer testate and intestate executries from initial meeting to conclusion. Proactively manage your own caseload and provide an excellent client service. Communicate with Executors and other third parties as required. Identify and resolve any problems experienced by our clients in a professional manner. Demonstrate a good working knowledge of inheritance tax exemptions and reliefs and be able to produce inheritance tax calculations. Complete HMRC inheritance tax forms. Prepare Executry accounts. Knowledge of legal rights including calculations and experience of the issues that can arise with such claims. Build good relationships internally and advise colleagues with different specialisms. Adhere to firm processes in relation to financial policies, time recording and AML compliance. Maintain accurate records on the firm’s document management system.

Benefits: A highly competitive salary Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16079

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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