This is an excellent opportunity for a confident executry specialist to manage a varied caseload independently, while working within a collaborative and supportive private client team.
The Opportunity Reporting to a Senior Executry Paralegal, you will take ownership of your own portfolio of executry files, managing matters from initial client meeting through to conclusion. This role requires technical strength, sound judgement, and a client-focused approach.
You will play a key part in delivering a high-quality service to clients during often sensitive and complex circumstances, ensuring accuracy, efficiency and professionalism throughout.
Key Responsibilities
- Administer both testate and intestate executries from inception to completion
- Manage your own caseload proactively and efficiently
- Liaise with Executors, beneficiaries and third parties
- Prepare executry accounts and supporting documentation
- Complete HMRC inheritance tax forms and produce IHT calculations
- Demonstrate strong knowledge of inheritance tax exemptions and reliefs
- Advise on legal rights, including calculations and handling associated issues
- Maintain compliance with AML, financial procedures and time recording requirements
- Build effective working relationships across the wider firm
- Maintain accurate records within the firm’s document management system
- A recognised paralegal qualification, ideally aligned with the Law Society of Scotland Accredited Paralegal scheme
- A minimum of 5 years’ solid executry experience
- Strong technical knowledge across inheritance tax and legal rights matters
- A commercial and organised approach to caseload management
- Excellent written and verbal communication skills
- High levels of accuracy and attention to detail
- The ability to work independently while contributing positively to a team environment
- Confidence using Microsoft Office and case management systems
If you are an experienced executry paralegal seeking a role where your technical capability and client service skills will be valued, this presents a strong next step.
For a confidential discussion, please contact Beaumont Legal Recruitment directly.
