Remote Trust Specialist - Private Banking

Lloyds Banking Group; Exeter; 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 a Trust Specialist for UK Private Banking. This remote, full-time role focuses on managing introducer relationships and guiding clients through the creation of Trusts, ensuring compliance and high service standards.

The position is 35 hours per week and permanent, supporting UK Trust Centre (UKTC) workflows. You will onboarding trust cases, coordinate with senior colleagues and third-party partners, and implement communication plans across established systems

Qualifications

• 3+ years experience working within Trust or Fiduciary Services (or a closely related environment)
• Demonstrable experience managing client or introducer relationships in a regulated setting
• Strong communication skills, both written and verbal, with the ability to explain complex information clearly
• Strong organisational skills with the ability to prioritise workloads and work independently
• High attention to detail with an understanding of regulatory and compliance requirements

Responsibilities

• Managing important client relationships with guidance from senior colleagues
• Overseeing relationship management with transactional clients
• Developing and delivering activities to meet customer service standards
• Providing guidance to customers on trusts
• Completing onboarding for all trust cases in UKTC
• Implementing communication plans within established systems and procedures

Skills

3+ years experience in Trust or Fiduci

Relationship management

Strong communication

Organisational skills

Attention to detail

Job description

Lloyds Banking Group is recruiting a Trust Specialist for UK Private Banking. This remote, full-time role focuses on managing introducer relationships and guiding clients through the creation of Trusts, ensuring compliance and high service standards.

The position is 35 hours per week and permanent, supporting UK Trust Centre (UKTC) workflows. You will onboarding trust cases, coordinate with senior colleagues and third-party partners, and implement communication plans across established systems