Executry Paralegal

1 week ago

edinburgh, United Kingdom Cross Resourcing Full time

Are you looking for an exciting and varied Paralegal role?


Our well-respected legal client is seeking an Executry Paralegal to join their busy Executry team in Edinburgh.


This position offers a dynamic work environment where you can apply your expertise and contribute to a supportive team.


What you’ll do

  • Administer testate and intestate executries from initial meeting to conclusion
  • Proactively manage your own caseload while providing exceptional client service
  • Communicate effectively with Executors and other third parties as necessary
  • Identify and resolve client issues professionally and efficiently
  • Demonstrate a strong understanding of inheritance tax exemptions and reliefs, including the ability to produce inheritance tax calculations
  • Complete HMRC inheritance tax forms accurately
  • Prepare Executry accounts in compliance with legal requirements
  • Possess knowledge of legal rights related to executries, including calculations and common issues that may arise
  • Build and maintain positive relationships within the firm and provide guidance to colleagues across different specialisms
  • Adhere to the firm’s financial policies, time recording, and AML compliance protocols
  • Maintain accurate records within the firm’s document management system


What you’ll need

  • Relevant formal qualification(s), preferably recognised by the Law Society of Scotland’s Accredited Paralegal scheme
  • Minimum of 5 years of experience in dealing with executries
  • Commercially focused approach to managing workload effectively and efficiently
  • Excellent interpersonal skills, both written and verbal
  • Ability to establish and nurture professional relationships with clients and third parties
  • Strong organisational skills with the ability to prioritise tasks High level of accuracy and attention to detail
  • Ability to work independently and collaboratively within a team, including delegating tasks and supporting colleagues
  • Proficient in Microsoft Office applications


What you’ll receive

  • Competitive salary based on your skills and experience
  • 25 days holiday plus 8 public holidays per year, increasing with length of service
  • Non-contributory life cover from the onset of employment and income protection after 1 year


What’s next?

Contact our team for more info or apply via the link below.


Equal Opportunities

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.

  • Executry Paralegal

    1 month ago

    Edinburgh, United Kingdom CV-Library Full time

    An Executry Paralegal is required to join the Legal team at a professional services company. The successful candidate will manage and administer executry estates and trusts. Client Details This company is an established professional services firm based in Edinburgh, with a team of over 100 dedicated employees. Renowned for its high-quality service, the...

  • Executry Paralegal Specialist

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Cross Resourcing Full time

    **Executry Paralegal Role**We are seeking an experienced Paralegal to join our Executry team in Edinburgh. As an Executry Paralegal, you will be responsible for administering testate and intestate executries from initial meeting to conclusion.**Key Responsibilities**Proactively manage your own caseload while providing exceptional client serviceCommunicate...

  • Executry Paralegal

    2 weeks ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    Are you looking for an exciting and varied Paralegal role?Our well-respected legal client is seeking an Executry Paralegal to join their busy Executry team in Edinburgh.This position offers a dynamic work environment where you can apply your expertise and contribute to a supportive team.What you’ll doAdminister testate and intestate executries from initial...

  • Executry Paralegal

    6 days ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    Are you looking for an exciting and varied Paralegal role?Our well-respected legal client is seeking an Executry Paralegal to join their busy Executry team in Edinburgh.This position offers a dynamic work environment where you can apply your expertise and contribute to a supportive team.What you’ll doAdminister testate and intestate executries from initial...

  • Executry Paralegal

    1 day ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    Job Description Are you looking for an exciting and varied Paralegal role? Our well-respected legal client is seeking an Executry Paralegal to join their busy Executry team in Edinburgh. This position offers a dynamic work environment where you can apply your expertise and contribute to a supportive team. What you’ll do Administer testate and...

  • Executry Paralegal Specialist

    1 week ago

    Edinburgh, United Kingdom Page Personnel Full time

    Job Summary:A skilled Executry Paralegal is required to manage and administer executry estates and trusts for a professional services company in Edinburgh. The successful candidate will be responsible for liaising with clients, beneficiaries, and solicitors, preparing necessary legal documentation, and conducting legal research as required.Key...

  • Executry Paralegal

    2 weeks ago

    Edinburgh, Scotland, Scotland, United Kingdom Cross Resourcing Full time

    Are you looking for an exciting and varied Paralegal role?Our well-respected legal client is seeking an Executry Paralegal to join their busy Executry team in Edinburgh.This position offers a dynamic work environment where you can apply your expertise and contribute to a supportive team.What you’ll doAdminister testate and intestate executries from initial...

  • Executry Paralegal Specialist

    2 weeks ago

    Edinburgh, United Kingdom Cross Resourcing Full time

    Are you looking for a challenging and varied Paralegal role in a well-respected legal client?We are seeking an Executry Paralegal to join our busy Executry team in Edinburgh.This position offers a dynamic work environment where you can apply your expertise and contribute to a supportive team.Key Responsibilities:Administer testate and intestate executries...

  • Executry Paralegal Specialist

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Cross Resourcing Full time

    Job DescriptionWe are seeking an experienced Paralegal to join our Executry team in Edinburgh.This role offers a dynamic work environment where you can apply your expertise and contribute to a supportive team.Key Responsibilities:Administer testate and intestate executries from initial meeting to conclusionManage your own caseload while providing exceptional...

  • Paralegal Specialist

    3 weeks ago

    Edinburgh, United Kingdom REED SPECIALIST RECRUITMENT LTD Full time

    Private Client Paralegal OpportunityWe are seeking an experienced Paralegal to join our Private Client team in Edinburgh. As a key member of the team, you will work closely with Solicitors and other Paralegals to deliver an excellent service to our clients.Responsibilities will include managing your own caseload, working on Wills, Powers of Attorney, and...

  • Paralegal Specialist

    3 weeks ago

    Edinburgh, United Kingdom REED SPECIALIST RECRUITMENT LTD Full time

    Private Client Paralegal OpportunityWe are seeking an experienced Paralegal to join our Private Client team in Edinburgh. As a key member of the team, you will work closely with Solicitors and other Paralegals to deliver an excellent service to our clients.Responsibilities will include managing your own caseload, working on Wills, Powers of Attorney, and...

  • Professional Services Paralegal

    1 week ago

    Edinburgh, Edinburgh, United Kingdom Page Personnel Full time

    Job Summary:An Executry Paralegal is required to join the Legal team at a professional services company. The successful candidate will manage and administer executry estates and trusts.About the Company:Page Personnel is an established professional services firm based in Edinburgh, with a team of over 100 dedicated employees. Renowned for its high-quality...

  • Executive Paralegal

    1 month ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Services Ltd Full time

    Job Title: Executive ParalegalUtopian Professional Recruitment Services Ltd is seeking an experienced Paralegal to join their Private Client / Executry Department.Key Responsibilities:Administering executry estates and trustsDrafting confirmation and IHT formsDeveloping client relationshipsManaging a caseloadWorking closely with clients and taking their...

  • Executive Paralegal

    1 month ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Services Ltd Full time

    Job Title: Executive ParalegalUtopian Professional Recruitment Services Ltd is seeking an experienced Paralegal to join their team in a Private Client / Executry role.Key Responsibilities:Administering executry estates and trustsDrafting confirmation and IHT formsDeveloping client relationshipsManaging a caseloadWorking closely with clients and taking their...

  • Executive Paralegal

    1 month ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Services Ltd Full time

    Job Title: Executive ParalegalUtopian Professional Recruitment Services Ltd is seeking an experienced Paralegal to join their team in a Private Client / Executry role.Key Responsibilities:Administering executry estates and trustsDrafting confirmation and IHT formsDeveloping client relationshipsManaging a caseloadWorking closely with clients and taking their...

  • Executive Paralegal

    1 month ago

    Edinburgh, United Kingdom Utopian Professional Recruitment Services Ltd Full time

    Job Title: Executive ParalegalUtopian Professional Recruitment Services Ltd is seeking an experienced Paralegal to join their Private Client / Executry Department.Key Responsibilities:Administering executry estates and trustsDrafting confirmation and IHT formsDeveloping client relationshipsManaging a caseloadWorking closely with clients and taking their...

  • Professional Services Paralegal

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Page Personnel Full time £31,500 - £45,000

    Job Summary:Page Personnel is seeking an experienced Paralegal to join its Legal team. The successful candidate will be responsible for administering executry estates and trusts, preparing legal documentation, and conducting research as required.Key Responsibilities: Administration of executry estates and trusts Preparing necessary legal documentation...

  • Experienced Paralegal Wanted

    7 days ago

    Edinburgh, United Kingdom REED SPECIALIST RECRUITMENT LTD Full time

    Job Title: Private Client ParalegalDescription:Reed Specialist Recruitment Ltd is currently seeking an experienced Paralegal to join their Legal team in Edinburgh. As a member of the Private Client team, you will work closely with other Paralegals and supporting Solicitors, managing your own caseload and clients while delivering an excellent service to...

  • Executive Paralegal

    2 weeks ago

    Edinburgh, Edinburgh, United Kingdom Cross Resourcing Full time

    Job Summary:We are seeking an experienced Paralegal to join our Executry team in Edinburgh. The successful candidate will possess a strong understanding of inheritance tax exemptions and reliefs, including the ability to produce accurate inheritance tax calculations.Key Responsibilities: Produce inheritance tax calculations with precision Complete HMRC...

  • Senior Private Client Paralegal

    2 weeks ago

    Edinburgh, United Kingdom REED SPECIALIST RECRUITMENT LTD Full time

    Private Client Paralegal OpportunityWe are seeking an experienced Paralegal to join our Private Client team in Edinburgh or Glasgow. As a key member of the team, you will be responsible for managing your own caseload and working closely with Solicitors to deliver high-quality services to our clients.Key Responsibilities:Managing a caseload of Private Client...