Paralegal, Asset Protection

Morton Fraser MacRoberts LLP; Glasgow; On-site; GBP 22,000 - 32,000; Full time

Job summary

Morton Fraser MacRoberts LLP is seeking a Paralegal in Private Client to assist in delivering high-quality services. The role requires working with the division to ensure best client service and timely, accurate documentation.

The successful candidate will hold a Paralegal qualification in Wills, Trusts and Executries and have at least two years’ experience in Private Client work, with strong communication and client-relations skills. Collaboration with Partners and other fee earners is expected.

Qualifications

• Paralegal qualification in Wills, Trusts and Executries.
• At least 2 years' paralegal experience in Private Client.
• Excellent communication and client-relations skills.

Responsibilities

• Draft and prepare documentation and deeds relevant to paralegal services.
• Take ownership and manage Will case plans to bring work to a conclusion.
• Prepare correspondence and liaise with clients by letter and telephone.
• Liaise with paralegals and solicitors in other firms.
• Actively deal with finance reports to ensure matters are fee’d, chased and closed on time.
• Manage files ensuring all steps are complete within the timescales and service level agreements set.
• Assist Partners and other fee earners of the division in any other reasonable duties.

Skills

Paralegal experience

Private Client

Communication

Education

Paralegal qualification in Wills, Trusts and Executries

Job description

Morton Fraser MacRoberts (MFMac) is a leading independent Scottish law firm, known for combining deep legal expertise with clear, practical advice that helps clients achieve their objectives. With more than 480 people across its Edinburgh and Glasgow offices, including 72 partners, the firm provides a full range of legal services to businesses, public sector organisations, charities, individuals and families.

MFMac works with clients across the private, public and third sectors, supporting some of the UK's most recognisable organisations and institutions. Its client base includes the UK and Scottish Governments, Breedon Group plc, CALA Homes, Diageo, HSBC plc, the Ministry of Defence, NHS Scotland, Schuh, Skyscanner and SSE plc. Through its sector knowledge, collaborative approach and commercial focus, the firm delivers practical solutions to complex legal challenges.

Summary of Role

To assist in the provision of legal services to clients and to work with other members of the division to ensure best service to clients.

Key Tasks

• Draft and prepare documentation and deeds relevant to paralegal services.
• Take ownership and manage Will case plans to bring work to a conclusion.
• Prepare correspondence and liaise with clients by letter and telephone.
• Liaise with paralegals and solicitors in other firms.
• Actively deal with finance reports to ensure matters are fee’d, chased and closed on time.
• Manage files ensuring all steps are complete within the timescales and service level agreements set.
• Assist Partners and other fee earners of the division in any other reasonable duties.

Qualifications and Experience

• You will have a Paralegal Qualification in Wills, Trusts and Executries.
• You will have at least 2 years of experience as a Paralegal within a Private Client team.

Person Specification

• You have excellent communication skills, you are articulate, you communicate clearly, concisely and without any jargon.
• You enjoy working within a team and autonomously on your own initiative.
• You are personable and good at building and developing client relationships.
• You are confident and you have a strong belief in yourself and your own ability.
• You are committed to providing a good client experience and willing to put in extra time and effort when required