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Executry Paralegal

Job Description:

Our client, one of Scotland's leading private client law firms have a permanent opportunity for an Executry Paralegal to join their team.

In this role you would be responsible for administering and managing a caseload of executry files independently within a small team of Executry Paralegals.

An exciting opportunity for an individual with previous experience dealing with executries to join a renowned firm.

Essential Skills/Experience:

  • Previous experience dealing with executries is essential

  • Excellent interpersonal skills, both written and oral

  • Able to build professional relationships with clients and third parties

  • Good organisational skills and the ability to prioritise tasks

  • A high level of accuracy and strong attention to detail

  • Good working knowledge of Microsoft Office applications.

Core Responsibilities:

  • Administer testate and intestate executries from initial meeting to conclusion

  • Proactively manage your own caseload and provide an excellent client service

  • Communicate with Executors and other third parties as required

  • Identify and resolve any problems experienced by our clients in a professional manner

  • Demonstrate a good working knowledge of inheritance tax exemptions and reliefs, and be able to produce inheritance tax calculations

  • Complete inheritance tax account forms

  • Prepare Executry accounts

  • Have a working knowledge of legal rights

  • Build good relationships internally and advise colleagues with different specialisms

  • Adhere to firm processes in relation to financial policies, time recording and AML compliance

  • Maintain accurate records on the firms document management system


  • A highly competitive salary

  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15475

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.