PRIVATE CLIENT PARALEGAL

Job Description

Salary: Competitive

We have an exciting opportunity for an experienced paralegal to join the Personal and Family practice area in Edinburgh with our client. 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. The Personal team is one of Scotland’s largest teams of private client specialists and the aim of the practice area is to offer clients specialist advice which will meet all their personal, legal and tax requirements. 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, in particular, personal injury trusts, to include dealing with beneficiaries' requests, correspondence with trustees and preparation for the annual trustees' meetings. * Dealing with guardianship administration to include managing income and expenditure and reporting to the Office of the Public Guardian as necessary. * Dealing with the administration of executries (including high value taxable estates). * Assisting in asset protection and capital gains tax mitigation in relation to trusts and executries. * 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. * Be aware of the businesses information security policies, and protect information assets from unauthorised access, disclosure, modification, destruction or interference at all times. 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. * Committed to the highest level of client care and service. * Committed to taking personal responsibility to learn on the job and keep knowledge up to date. * Excellent accuracy and attention to detail. * Strong written and oral communication skills. * Communicates in a confident, clear and relaxed way. * Adapts style of communication appropriately when dealing with colleagues and clients. * Ability to deal with competing priorities and tight deadlines. * Genuine interest and enthusiasm for private client work. * Case management and IT skills are beneficial but support and training in systems will be given. SKILLS * Self-motivated and driven. * Prepared, organised and able to prioritise. * Applied knowledge. * Commercial and profit focus. * Conduct and communication skills

Job Summary

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