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Valeco Recruitment are partnering with a well-established and respected legal firm in Edinburgh, known for its commitment to providing exceptional client service and fostering a supportive, professional work environment. We are seeking a dedicated and experienced Executry Paralegal to join our dynamic team.
Job Title: Executry Paralegal
Location: Edinburgh (Office-Based)
Working Pattern: 9am - 5pm, Monday to Friday (with 1 hour lunch break)
Salary: Competitive
Reports To: Senior Executry Paralegal
Your Role:
As an Executry Paralegal, you will independently manage a diverse caseload of executry files, from initial client meetings to completion. You will play a crucial role in providing expert guidance and support to our clients during sensitive times.
Why You Should Apply:
- Autonomy and Professional Growth:
- Manage your own caseload independently, enhancing your professional skills and experience.
- Work within a collaborative team, with opportunities for continuous learning and development.
- Report to a Senior Executry Paralegal, providing guidance and support.
- Competitive Compensation and Work-Life Balance:
- Receive a competitive salary that reflects your experience and expertise.
- Enjoy a structured 9am to 5pm working day, promoting a healthy work-life balance.
- One hour lunch break.
- Meaningful and Rewarding Work:
- Provide essential support to clients during challenging times, making a real difference.
- Apply your expertise in inheritance tax, legal rights, and executry administration.
- Work on a variety of testate and intestate executries.
- Professional and Supportive Environment:
- Join a reputable firm with a strong commitment to client service and employee well-being.
- Build strong relationships with colleagues and clients, fostering a positive work atmosphere.
- Work with a team of other executry paralegals.
- Skill Enhancement and Development
- Enhance your knowledge of HMRC inheritance tax forms, and executry accounts.
- Further your skills in legal rights calculations.
- Strengthen your AML compliance knowledge.
- Comprehensive Benefits Package:
- 25 days holiday plus 8 public holidays, increasing with length of service.
- Salary sacrifice pension scheme.
- Group Life Assurance scheme.
- Group Income Protection scheme.
- Employee Assistance Programme.
- Performance management linked to career planning and professional development.
- Firm funded social events.
Key Responsibilities:
- Administer testate and intestate executries from start to finish.
- Proactively manage your caseload and deliver exceptional client service.
- Communicate effectively 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 and related issues.
- Maintain accurate records on the firm’s document management system.
- Adhere to all firm policies.
Essential Skills and Experience:
- Relevant formal qualification (Law Society of Scotland Accredited Paralegal preferred).
- Minimum 5 years’ experience in handling executries.
- Strong understanding of inheritance tax, legal rights, and executry administration.
- Excellent communication, organizational, and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficient in Microsoft Office applications.
- Strong attention to detail.
Ready to take your career to the next level?
If you are a motivated and experienced Executry Paralegal looking for a challenging and rewarding opportunity, we want to hear from you! Please submit your CV and cover letter to Valeco Recruitment Limited.
