Executry Paralegal
| Posting date: | 18 June 2025 |
|---|---|
| Salary: | £35,000 to £45,000 per year |
| Hours: | Full time |
| Closing date: | 25 June 2025 |
| Location: | Edinburgh, Edinburgh, EH3 6AA |
| Remote working: | On-site only |
| Company: | Search Consultancy LTD |
| Job type: | Permanent |
| Job reference: | Req/669533_1750257796 |
Summary
Private Client / Executry Paralegal
Central Edinburgh-based | office-based initially with hybrid working available
Full Time | 35 hours per week | Monday to Friday
Permanent role
Salary up to £45,000 + excellent benefits
Search Consultancy are currently working with a leading Edinburgh based Private Client law firm to recruit this role.
The successful candidate will be responsible for managing a full case-load of executry files independently within a wider team of Paralegals.
*Please note that the salary level is dependant on experience - extensive relevant experience would be required to get the top end of the scale*
Duties involved in this role will include:
* Administer executries from initial meeting to conclusion
* Proactively manage your own caseload and provide first class client service
* Communicate with Executors and other third parties as required
* Identify and resolve any problems experienced by clients in a professional manner
* Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce calculations
* Completion of HMRC inheritance tax forms
* Preparation of executry accounts
* Utilising knowledge of legal rights including calculations and experience of the issues that can arise with executries
* Build good relationships internally and advise colleagues with different specialisms
* Adhere to firm processes in relation to financial policies, time recording and AML compliance
* Maintain accurate records on the firm's document management system
In order to be considered for this role your skills and experience should include:
* Extensive previous experience within an Paralegal role dealing with executries - this experience is ESSENTIAL
* A relevant formal Paralegal qualification would be preferred
* Excellent communication skills, both written and verbal
* Excellent organisation & time management skills, with the ability to prioritise & complete a busy caseload effectively
If this is the role for you, apply now!
Please note that only applicants who have the required skills and experience detailed above will be considered for this role.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.