Executry Paralegal

1 month 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.

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