Private Client Paralegal

Michael Page; Stirling; On-site; GBP 30,000 - 45,000; Full time

Job summary

A professional services firm is seeking a Private Client Paralegal in Stirling. The role involves assisting solicitors with managing private client matters, drafting legal documents, and contributing to business development. The ideal candidate will have experience in a Private Client department, strong communication skills, and be proficient in case management systems. The position offers a competitive salary and opportunities for professional growth.

Qualifications

• Essential experience in a Private Client department.
• Strong knowledge of wills, probate, LPAs, and trusts is crucial.
• Must have excellent written and verbal communication skills.

Responsibilities

• Assist solicitors with private client matters from start to finish.
• Draft wills, LPAs, trust deeds, and estate administration documents.
• Prepare inheritance tax forms and applications for grants of probate.

Skills

Previous experience in Private Client department

Knowledge of wills, probate, LPAs, and trusts

Excellent written and verbal communication

Highly organised

Competent IT skills

Ability to work independently and in a team

Professional and client-focused

Tools

Microsoft Office

Case management systems

Job description

Our client is looking for a Private Client Paralegal

Client Details

This opportunity is with a well-established professional services firm within the legal industry. The organisation is medium‑size and is known for its expertise in delivering high‑quality services to its clients.

Description

• Assist solicitors in managing a caseload of private client matters from instruction through to completion.
• Draft legal documents, including wills, LPAs, trust deeds, and estate administration papers.
• Prepare inheritance tax forms and applications for grants of probate and letters of administration.
• Conduct legal research and liaise with HMRC, the Probate Registry, and other third parties.
• Maintain accurate file management and compliance with firm procedures and regulatory requirements.
• Communicate effectively with clients, beneficiaries, executors, and other stakeholders.
• Arrange client meetings, attend note‑taking, and assist with file opening and billing processes.
• Support with the administration of trusts and estates, including asset collection, valuation, and distribution.
• Contribute to business development activities and maintain client relationships.

Profile

• Previous experience working in a Private Client department (essential).
• Strong knowledge of wills, probate, LPAs, and trusts (essential).
• Excellent written and verbal communication skills.
• Highly organised with the ability to prioritise and manage multiple files.
• Competent IT skills, including familiarity with case management systems and Microsoft Office.
• Ability to work independently and as part of a team.
• Professional, empathetic, and client‑focused approach.

Job Offer

• Competitive salary ranging from 30,000 to 45,000
• Permanent contract with opportunities for professional growth.