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Our client is looking for a Private Client Paralegal in Inverness
Client Details
A leading law firm
Description
Drafting wills, powers of attorney, and basic trust documentation
Assisting in the administration of estates, including preparing inventory, confirmation (Scottish probate), and inheritance tax forms
Liaising with clients, beneficiaries, executors, and other professionals
Preparing and submitting applications for guardianship and intervention orders
Conducting legal research and staying up to date with relevant Scottish legislation and case law
Assisting with inheritance tax planning and asset protection strategies
Maintaining accurate case files and ensuring compliance with Law Society of Scotland and internal protocols
Supporting solicitors in client meetings and taking notes as required
Handling client communications in a professional, empathetic, and timely manner
Ensuring confidentiality and data protection compliance at all times
Profile
Minimum 1-2 years of experience in a private client role within a Scottish legal setting
Sound understanding of Scottish succession law and executry procedures
Excellent written and verbal communication skills
Strong attention to detail and ability to manage multiple files efficiently
High level of discretion and empathy when dealing with clients in sensitive situations
Proficient in case management systems and Microsoft Office
Job Offer
A competitive salary and great benefits!
