Remote Trust Specialist – UK Private Banking

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

Benefits offered by this job

Pension contribution up to 15%

Annual performance bonus

Share schemes including free shares

Discounted shopping

30 days holiday + bank holidays

Wellbeing initiatives & parental leave

Job summary

Lloyds Banking Group is hiring a Trust Specialist for UK Private Banking to manage introducer relationships and support customers through the creation of new Trusts. This remote, full-time role focuses on delivering compliant, high-quality trust services within UKTC and coordinating with third-party stakeholders to drive new client engagements.

The role emphasizes strong communication, detailed regulatory awareness, and independent work to support succession planning and trust structures in a

Qualifications

• 3+ years experience within Trust or Fiduciary Services or related environment.
• Experience managing client or introducer relationships in a regulated setting.
• Ability to explain complex information clearly and work with multiple stakeholders.

Responsibilities

• Manage relationships between introducers and customers throughout trust creation.
• Provide guidance on trusts and onboard all trust cases in UKTC.
• Develop and deliver activities to meet customer service standards and regulatory requirements.
• Coordinate with third-party partners to ensure successful introductions.

Skills

Trust/Fiduciary experience

Relationship management

Regulatory knowledge

Strong communication

Organisational skills

Job description

Lloyds Banking Group is hiring a Trust Specialist for UK Private Banking to manage introducer relationships and support customers through the creation of new Trusts. This remote, full-time role focuses on delivering compliant, high-quality trust services within UKTC and coordinating with third-party stakeholders to drive new client engagements.

The role emphasizes strong communication, detailed regulatory awareness, and independent work to support succession planning and trust structures in a