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Executry Paralegal

Valeco Recruitment are partnering with a well-established and respected legal firm in Edinburgh, known for its commitment to providing exceptional client service and fostering a supportive, professional work environment. We are seeking a dedicated and experienced Executry Paralegal to join our dynamic team.

Job Title: Executry Paralegal

Location: Edinburgh (Office-Based)

Working Pattern: 9am - 5pm, Monday to Friday (with 1 hour lunch break)

Salary: Competitive

Reports To: Senior Executry Paralegal

Your Role:

As an Executry Paralegal, you will independently manage a diverse caseload of executry files, from initial client meetings to completion. You will play a crucial role in providing expert guidance and support to our clients during sensitive times.

Why You Should Apply:

  • Autonomy and Professional Growth:
    • Manage your own caseload independently, enhancing your professional skills and experience.
    • Work within a collaborative team, with opportunities for continuous learning and development.
    • Report to a Senior Executry Paralegal, providing guidance and support.
  • Competitive Compensation and Work-Life Balance:
    • Receive a competitive salary that reflects your experience and expertise.
    • Enjoy a structured 9am to 5pm working day, promoting a healthy work-life balance.
    • One hour lunch break.
  • Meaningful and Rewarding Work:
    • Provide essential support to clients during challenging times, making a real difference.
    • Apply your expertise in inheritance tax, legal rights, and executry administration.
    • Work on a variety of testate and intestate executries.
  • Professional and Supportive Environment:
    • Join a reputable firm with a strong commitment to client service and employee well-being.
    • Build strong relationships with colleagues and clients, fostering a positive work atmosphere.
    • Work with a team of other executry paralegals.
  • Skill Enhancement and Development
    • Enhance your knowledge of HMRC inheritance tax forms, and executry accounts.
    • Further your skills in legal rights calculations.
    • Strengthen your AML compliance knowledge.
  • Comprehensive Benefits Package:
    • 25 days holiday plus 8 public holidays, increasing with length of service.
    • Salary sacrifice pension scheme.
    • Group Life Assurance scheme.
    • Group Income Protection scheme.
    • Employee Assistance Programme.
    • Performance management linked to career planning and professional development.
    • Firm funded social events.

Key Responsibilities:

  • Administer testate and intestate executries from start to finish.
  • Proactively manage your caseload and deliver exceptional client service.
  • Communicate effectively with executors and third parties.
  • Calculate and apply inheritance tax exemptions and reliefs.
  • Complete HMRC inheritance tax forms and prepare executry accounts.
  • Handle legal rights calculations and related issues.
  • Maintain accurate records on the firm’s document management system.
  • Adhere to all firm policies.

Essential Skills and Experience:

  • Relevant formal qualification (Law Society of Scotland Accredited Paralegal preferred).
  • Minimum 5 years’ experience in handling executries.
  • Strong understanding of inheritance tax, legal rights, and executry administration.
  • Excellent communication, organizational, and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Proficient in Microsoft Office applications.  
  • Strong attention to detail.

Ready to take your career to the next level?

If you are a motivated and experienced Executry Paralegal looking for a challenging and rewarding opportunity, we want to hear from you! Please submit your CV and cover letter to Valeco Recruitment Limited.


Location: Edinburgh | Salary: | Job type: Permanent | Posted: 26/03/2025

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