Private Client Executive

1 week ago


Glasgow, Glasgow City, United Kingdom Ably Resources Full time

Ably Resources is a dynamic and established private client team seeking an experienced executry paralegal to administer executry estates and trusts, draft confirmation and IHT forms, executry accounts, and general financial administration including power of attorney and guardianship administration.

About Us

We provide a range of services including advising on wills & executries, wealth planning, residential conveyancing, and tax advice. Our team offers a supportive and client-focused environment where you can develop your skills and advance your career.

$45,000 - $60,000 per annum depending on experience. You will have the opportunity to develop client relationships, manage your own caseload in conjunction with partners and senior solicitors, and work collaboratively as part of our close-knit team.

Key Responsibilities
  • Administering executry estates and trusts
  • Drafting confirmation and IHT forms
  • Executing executry accounts
  • General financial administration including power of attorney and guardianship administration
Requirements

To be successful, you must be committed to providing an excellent level of service to clients, show initiative, have a positive attitude, and be proactive. Relevant experience as an executry paralegal is essential, as well as a strong ability to develop client relationships and manage your own caseload.

Benefits

As a member of our team, you will have access to ongoing training and development opportunities, regular feedback, and a collaborative and supportive working environment.


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