Private Client Paralegal

Well known firm have an exciting opportunity for an experienced paralegal to join their team in Edinburgh. As a key member of the team, you will be responsible for your own caseload which will involve a broad range of private client work as detailed below.

Working with one of Scotland’s largest teams of private client specialists the successful candidate can expect client contact from the outset with a range of clients, including individuals, trustees, executors, and institutions; from all over Scotland, the UK and beyond.

CORE TASKS

• You will have the opportunity to experience a wide range of work as follows:
• Dealing with the administration of trusts and executries (including high value taxable estates).
• Assisting in asset protection and capital gains tax mitigation in relation to trusts and executries.
• Dealing with guardianship administration.
• Preparation of wills and powers of attorney.
• Keeping in regular contact with clients by telephone, email and general correspondence.
• Working effectively with all members of the private client team including partners, solicitors, other paralegals, trust and tax accountants.
• Maintaining excellent financial management of own cases.
• The team is committed to maintaining expertise at the forefront of our field which may mean developing skills or being involved in additional areas of the law.

PERSON SPECIFICATION

• Previous experience of working in a private client team is essential. Candidates with experience in administering executries and trusts and drafting wills and powers of attorney are encouraged to apply.
• Ability to manage a caseload and work to strict deadlines.