Private Client Paralegal

Michael Page; City of Edinburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking a Private Client Paralegal in Edinburgh. The role involves assisting with the preparation of wills, estate administration and conducting legal research. Candidates should have prior private client experience, excellent communication and organizational skills. A competitive salary and a great working environment are offered.

Qualifications

• Prior experience working in a private client department is highly desirable.
• Strong written and verbal communication skills are essential.
• Ability to work independently and as part of a team.

Responsibilities

• Assist in the preparation and drafting of wills and legal documentation.
• Support the administration of estates, including obtaining probate.
• Conduct legal research on legislation and best practices.

Skills

Communication skills

Organisational skills

Attention to detail

Discretion

Tools

Microsoft Office

Legal case management systems

Job description

Overview

Our client is looking for a Private Client Paralegal.

Responsibilities

• 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 environment