Remote Trust Specialist - UK Private Banking

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

Benefits offered by this job

Pension up to 15%

Annual performance bonus

Share schemes

Discounted shopping

30 days holiday

Wellbeing initiatives

Parental leave policies

Job summary

Lloyds Banking Group is seeking a Trust Specialist to manage relationships between introducers and clients through the creation of new Trusts. You will support UK Private Banking customers and expand Trust Services with succession planning guidance in collaboration with UKTC and external partners.

This remote, full-time role (35 hours per week) offers a salary range of £72,702–£80,780 and a comprehensive benefits package.

Qualifications

• 3+ years experience in Trust or Fiduciary Services.
• Experience managing client or introducer relationships in regulated settings.
• Strong written and verbal communication; 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 through creation of new Trusts.
• Oversee relationship management with transactional clients.
• Develop and deliver activities to meet customer service standards.
• Provide guidance on trusts and onboard all trust cases in UKTC.
• Implement communication plans within established systems and procedures.

Skills

3+ years experience in Trust or Fiduci

Client/ introducer relationship mgmt

Strong written and verbal comms

Strong organisational skills

Attention to regulatory requirements

Job description

Lloyds Banking Group is seeking a Trust Specialist to manage relationships between introducers and clients through the creation of new Trusts. You will support UK Private Banking customers and expand Trust Services with succession planning guidance in collaboration with UKTC and external partners.

This remote, full-time role (35 hours per week) offers a salary range of £72,702–£80,780 and a comprehensive benefits package.