Private Client Paralegal

Core-Asset Consulting Ltd; City of Edinburgh; On-site; GBP 35,000 - 50,000; Full time

Job summary

A law firm in Edinburgh is seeking a Private Client Paralegal to manage a caseload of executry files. The ideal candidate will have at least 5 years' experience and relevant qualifications as accredited by the Law Society of Scotland. This role requires independence, organization, and a strong focus on client service in handling executries.

Benefits

Highly competitive salary

Wider benefits package

Qualifications

• At least 5 years' previous experience dealing with executries.
• Ability to work independently and as part of a team.
• Good working knowledge of inheritance tax exemptions and reliefs.

Responsibilities

• Administer testate and intestate executries from initial meeting to conclusion.
• Manage your own caseload and provide excellent client service.
• Prepare Executry accounts and communicate with Executors.

Skills

Interpersonal skills

Organizational skills

Attention to detail

Teamwork

Commercial focus

Education

Relevant formal qualification(s)

Tools

Microsoft Office

Job description

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.

At Core-Asset, we're committed to protecting and respecting your privacy.Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

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

INDPERM