Address
Form of work
Salary- 0-3 yers PQE
- Edinburgh
About Our Client
A very well respected law firm
Job Description
- Provide Executry Services to clients.
- Provide Estate Planning Advice (covering Wills, Powers of Attorney, Trusts, Asset Protection & Tax Mitigation) to clients.
- Provide support to branch network in Private Client matters.
- To manage a varied personal caseload of Private Client work.
- To support qualified solicitors and other fee-earners within the department.
- To carry out administrative functions within the department.
- To attend to all day-to-day aspects of the administration of estates:-
- Meeting clients to take instructions, including explaining the executry process generally.
- Communicating 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 of assets to beneficiaries.
- Accounting to executors and beneficiaries.
- Distribution of estates to beneficiaries.
- Open communication with clients throughout, including provision of regular, unprompted updates.- Examining titles, advising and preparing deeds of evacuation of survivorship destinations.
- Developing knowledge of trusts and working toward preparation of trust deeds and trust minutes and developing knowledge of trust tax.
- Preparing 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.- Undertaking legal research and reporting / presenting findings to partners and fee-earners.
- Pro-active management of individual caseload.
- Cross-selling of legal, property and financial services.
- Working with partners and fee-earners to review existing policies, practices and precedents.
The Successful Applicant
- LLB degree in Scots Law
- Diploma in Professional Legal Practice
- NQ to 3 years PQE in Private Client work.
- Competent IT skills
- Good communications skills
- Strong organisational skills
- KNOWLEDGE
Essential- Good understanding of the executry process and succession law.
Desirable
- Understanding of different types of financial products.
- Succession Law having been studied at Honours level.
- General legal knowledge spanning other practice areas.
APTITUDES
Essential- A professional and sympathetic approach to dealing with clients during sensitive periods.
- Ability to work to strict timescales and deadlines.
- Attention to detail.
- A team player.
- Ability to problem solve and see 'bigger picture'.
- Commercial awareness.
What's on Offer
A competitive salary and superb benefits
Flexible / Hybrid working
Contact
Victoria Natillo
Quote job ref
JN-012024-6296702
Phone number
+44 131 243 2919
