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Private Client Paralegal

Michael Page Business Support
Posted 4 days ago, valid for 23 days
Location

Edinburgh, City of Edinburgh EH105BP, Scotland

Contract type

Full Time

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Sonic Summary

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  • Our client is seeking a Private Client Paralegal with prior experience in a private client department.
  • The role involves assisting in the preparation of wills, trusts, and related documentation, as well as supporting estate administration.
  • Candidates should have strong communication skills, attention to detail, and proficiency in Microsoft Office and legal case management systems.
  • The position offers a competitive salary and a great working environment.
  • A minimum of two years of relevant experience is required for this role.

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

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By applying, a Reed account will be created for you. Reed's Terms & Conditions and Privacy policy will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.