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Executry Paralegal

Posted 9 days ago

  • Humbie, East Lothian
  • Permanent
  • Sponsored
  • Expires In 19 days

Job Title: Executry Paralegal



Location: Edinburgh (Office-Based)



Working Pattern: 9am - 5pm, Monday to Friday (1 hour lunch)



Salary: Competitive



Reports To: Senior Executry Paralegal



Your Role:



Independently manage executry caseloads, providing expert client support.



Why You Should Apply:




  • Manage your own diverse executry caseloads.

  • Competitive salary and structured work-life balance.

  • Meaningful role supporting clients during sensitive times.

  • Collaborative and supportive professional environment.

  • Opportunities for skill enhancement and career development.

  • Comprehensive benefits package:

    • 25 days holiday + 8 public holidays (increasing with service).

    • Salary sacrifice pension scheme.

    • Group Life Assurance & Income Protection.

    • Employee Assistance Programme.

    • Performance management & career planning.

    • Firm-funded social events.





Key Responsibilities:




  • Administer testate and intestate executries.

  • Proactively manage caseloads and provide excellent client service.

  • Communicate with executors and third parties.

  • Calculate and apply inheritance tax exemptions and reliefs.

  • Complete HMRC inheritance tax forms and prepare executry accounts.

  • Handle legal rights calculations.

  • Maintain accurate records on the document management system.

  • Adhere to firm policies.



Essential Skills and Experience:




  • Relevant legal qualification (Law Society of Scotland Accredited Paralegal preferred).

  • Minimum 5 years' executry experience.

  • Strong understanding of inheritance tax and legal rights.

  • Excellent communication and organizational skills.

  • Ability to work independently and as part of a team.

  • Proficient in Microsoft Office. �

  • Strong attention to detail.