Trust Specialist - UK Private Banking

LLOYDS BANK PLC; Abingdon; A distancia; GBP 73.000 - 81.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous pension contribution

Annual performance-related bonus

Share schemes

Discounted shopping

30 days holiday

Wellbeing initiatives

Parental leave policies

Descripción de la vacante

Lloyds Banking Group is seeking a Trust Specialist for UK Private Banking to manage relationships between introducers and clients during new Trust setup. This remote, full-time role supports the growth of Trust Services and succession planning within UKTC.

You will deliver guidance on trusts, oversee onboarding, and coordinate with third-party partners while maintaining high regulatory standards. The position offers flexible working, strong benefits, and a clear path to contributing to client

Formación

• 3+ years experience in Trust or Fiduciary Services.
• Experience managing client or introducer relationships in a regulated setting.
• Strong written and verbal communication.
• Excellent organisation and ability to work independently.
• Solid understanding of regulatory and compliance requirements.

Responsabilidades

• Manage important client relationships with guidance from senior colleagues.
• Oversee relationship management with transactional clients.
• Develop and deliver activities to meet customer service standards.
• Provide guidance to customers on trusts and onboarding for all trust cases in UKTC.
• Implement communication plans within established systems and procedures.

Conocimientos

Trust experience

Client relationships

Regulatory compliance

Communication skills

Organisation

Descripción del empleo

Job Details

Job Title: Trust Specialist - UK Private Banking

Salary: £72,702 - £80,780

Location(s): Remote

Hours: 35 hours per week, full‑time

Working Pattern: Remote

End Date: Wednesday 11 November 2026

We support flexible working –

• Hybrid Working
• Job Share
• Reduced Hours

About this opportunity

As a Trust Specialist, you’ll manage relationships between introducers and support customers throughout the creation of new Trusts. This role is essential for the expansion of Trust Services via new products and succession planning for Trust Specialists. You’ll be part of a small team with unique skills, qualifications, and experience that deliver new customers for UK Trust Centre (UKTC), working closely with third‑party stakeholders to ensure successful introductions.

Your responsibilities will include managing important client relationships with guidance from senior colleagues, overseeing relationship management with transactional clients, and developing and delivering activities to meet customer service standards. You’ll provide guidance to customers on trusts, complete the onboarding for all trust cases in UKTC, and implement communication plans within established systems and procedures. This is a remote position, with a full‑time schedule of 35 hours per week. The role is permanent, offering a great opportunity to contribute to the growth and success of UKTC’s Trust Services.

Skills

• 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

Additional Experience

• Experience supporting onboarding processes or case management within financial services
• Exposure to succession planning, estate planning, or Trust structures in a banking environment
• Experience working with multiple stakeholders, including third‑party partners

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways.

Benefits

We offer a wide‑ranging benefits package, including:

• A generous pension contribution of up to 15%
• An annual performance‑related bonus
• Share schemes including free shares
• Benefits you can tailor to your lifestyle, such as discounted shopping
• 30 days’ holiday, plus bank holidays
• A range of wellbeing initiatives and generous parental leave policies

About Lloyds Banking Group

At Lloyds Banking Group, we’re driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you’ll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you’ll have many opportunities to learn, grow and develop.

We keep your data safe. So, we’ll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We’ll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.

We are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.