Private Client Paralegal

Michael Page; Scotland; On-site; GBP 40,000 - 60,000; Full time

Job summary

A successful law firm is looking for a Private Client Paralegal in Scotland. The role involves assisting with the preparation of wills and trusts, managing estates, and liaising with clients and professionals. Strong communication skills and prior experience in a private client department are highly desirable. This position offers a competitive salary and a great working environment.

Benefits

Competitive salary

Great working environment

Qualifications

• Prior experience in a private client department is highly desirable.
• Attention to detail is crucial for document preparation and client interactions.

Responsibilities

• Assist in the preparation and drafting of wills and trusts.
• Support administration of estates and obtain probate.
• Liaise with clients and professionals for documentation and compliance.

Skills

Strong written and verbal communication skills

Excellent organisational skills

Ability to work independently

High level of discretion and professionalism

Tools

Microsoft Office

Legal case management systems

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 environment