Remote Trust Specialist – Private Banking

Lloyds Banking Group; West of England; Remote; GBP 73,000 - 81,000; Full time

Job summary

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking. This remote, full-time role involves managing introducer relationships and guiding customers through the creation of new Trusts, supporting Trust Services expansion and succession planning.

You'll work with a small team within UKTC, ensuring compliant onboarding, effective communication plans, and high standards of service for transactional clients across the UK.

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

• Manage relationships between introducers and support customers in the creation of new Trusts.
• Oversee relationship management with transactional clients.
• Develop and deliver activities to meet customer service standards.
• Provide guidance on trusts and complete onboarding for all trust cases in UKTC.
• Implement communication plans within established systems and procedures.

Skills

Trust/fiduciary services

Relationship management

Communication skills

Organisational skills

Regulatory/compliance awareness

Job description

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking. This remote, full-time role involves managing introducer relationships and guiding customers through the creation of new Trusts, supporting Trust Services expansion and succession planning.

You'll work with a small team within UKTC, ensuring compliant onboarding, effective communication plans, and high standards of service for transactional clients across the UK.