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Private Client Paralegal
Job Posted: 14 days ago
Salary: £ 30,000 - 40,000 / Annum
Job Type: Permanent
Location: Edinburgh
Expire in: 13 days
Job Description
Our client is looking for a Private Client Paralegal
Client Details
A successful firm
Description
Assist in the preparation and drafting of wills, lasting powers of attorney, trusts, and related documentation
Support the administration of estates from initial instructions through to final distribution, including obtaining probate
Liaise with clients, financial institutions, and other professionals (e.g. accountants, HMRC)
Conduct legal research on relevant legislation, case law, and best practices
Prepare inheritance tax forms and other HMRC documentation
Maintain accurate and up-to-date client files and records
Attend client meetings (in person or virtually) and prepare attendance notes
Manage deadlines and ensure compliance with internal procedures and legal regulations
Provide general administrative support to the Private Client team
Profile
Prior experience working in a private client department is highly desirable
Strong written and verbal communication skills
High level of discretion and professionalism when dealing with confidential information
Excellent organisational skills and attention to detail
Ability to work independently and as part of a team
Proficiency in Microsoft Office and legal case management systems
Job Offer
A competitive salary and great working environmentBefore You Apply
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