Private Client Consultant

5 days ago


Dundee, Dundee City, United Kingdom Core-Asset Consulting Ltd Full time

Job Title: Private Client Paralegal

We are seeking a skilled and experienced Private Client Paralegal to join our team in Dundee. The role can be considered on both a full-time or part-time basis.

The ideal candidate will have the ability to work effectively in an office environment, attending meetings with clients three days per week.

About the Role:
  • This is an excellent opportunity for someone with a background in Private Client experience, ideally as a paralegal or assistant in a law firm.
  • Key Responsibilities:
    • Overseeing the preparation of legal documentation by third parties, including Wills, Deeds of Trust, Powers of Attorney, and Deeds of Variation.
    • Reviewing accuracy of such documentation compared to client instructions.
    • Assisting Fee Earners with advising clients on tax and succession matters, including preparing briefing notes and changes to relevant legislation.
    • Executry, Trust, and Charity administration expertise.
    • Proactive diary and document management to support high-volume client meetings.
What We Offer:
  • A highly competitive salary: £38,500 - £43,000 per annum.
  • A comprehensive benefits package.


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