Executry Paralegal

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.