Remote Trust Specialist for UK Private Banking

Lloyds Banking Group; Manchester; Remote; GBP 73,000 - 81,000; Full time

Benefits offered by this job

Pension up to 15%

Annual bonus

Share schemes

Discounted shopping

30 days’ holiday

Wellbeing initiatives

Job summary

Lloyds Banking Group is recruiting for a remote Trust Specialist in UK Private Banking. The role focuses on managing introducer relationships and supporting customers through new Trust creation, with emphasis on compliance and high service standards.

It offers a permanent, full-time schedule of 35 hours weekly and remote working. As part of UK Trust Centre operations, you will guide customers on trusts, onboard cases, and implement communication plans within established systems.

Qualifications

• 3+ years experience in Trust or Fiduciary Services or related environment.
• Demonstrable experience managing client or introducer relationships in a regulated setting.
• Strong written and verbal communication; ability to explain complex information clearly.
• Strong organisational skills; ability to prioritise and work independently.
• High attention to detail with regulatory and compliance understanding.

Responsibilities

• Manage important client relationships with guidance from senior colleagues.
• Oversee relationship management with transactional clients and onboarding for trust cases.
• Develop and deliver activities to meet customer service standards and ensure onboarding completes per processes.

Skills

Trust / Fiduciary Services experience

Relationship management

Regulatory compliance

Communication skills

Organisational skills

Job description

Lloyds Banking Group is recruiting for a remote Trust Specialist in UK Private Banking. The role focuses on managing introducer relationships and supporting customers through new Trust creation, with emphasis on compliance and high service standards.

It offers a permanent, full-time schedule of 35 hours weekly and remote working. As part of UK Trust Centre operations, you will guide customers on trusts, onboard cases, and implement communication plans within established systems.