Private Client Paralegal

Aberdein Considine are looking for a Part Time or Full Time Paralegal to join our Private Client team in Stirling. The role will involve managing a varied personal caseload of Private Client work and supporting the Solicitors and other fee-earners within the team. The successful candidate will also carry out administrative functions. 

KEY RESPONSIBILITIES:

To attend to all day to day aspects of the administration of estates:

• Meeting clients to take instructions, including explaining the executry process generally
• Communications with other professionals, financial institutions and service providers
• Investigating assets in executry estates 
• Framing estate Inventory and Inheritance Tax forms; meeting clients to explain and review same
• Realisation of estate assets, including obtaining payment of cash balances and transfer assets to beneficiaries 
• Account to executors and beneficiaries 
• Distribution of estates to beneficiaries 
• Open communication with clients throughout, including provision of regular, unprompted updates

Preparing Wills and Powers of Attorney:

• Meeting clients to take initial instructions on Wills and Powers of Attorney 
• Drafting Wills and Powers of Attorney in line with instructions
• Meeting clients to review and execute documents 
• Identifying potential complexities and obtaining guidance from more experienced or senior colleagues as appropriate

Other responsibilies:

• Pro-active management of individual caseload
• Cross-selling of legal. property and financial services
• Supervising, supporting, developing and training of less experienced or qualified team memebers
• Working with partners and fee-earners to review existing policies, practices and precedents 

QUALIFICATIONS

Essential

• Standard Grades or equivalent in English and Maths 

Desirable

• HND / HNC in Legal Studies / Services
• SPA registered Paralegal
• SOLAS or STEP qualification 

SKILLS AND EXPERIENCE

Essential

• Competent IT skills
• Good communication skills
• Strong organisational skills 

Desirable

• Legal office experience
• Experience in a client/customer facing role
• Experience of using case management software  

KNOWLEDGE 

Essential

• Exhibit a basic understanding of the executry process and succession law

Desirable

• Understanding of different types of financial products 

ABOUT US

Aberdein Considine is an award-winning law firm and this is a great opportunity to work in an innovative, challenging and rewarding work environment. We offer flexible and blended working in a progressive and supportive environment. In return for your hard work, you will be paid a competitive salary, receive an excellent benefits package and be part of a generous incentive and bonus scheme.