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

Description

JOB TITLE: Trust Specialist - UK Private Banking
SALARY: £72,702 - £80,780

LOCATION(S): Remote

HOURS: 35 hours, full-time

WORKING PATTERN: Remote

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.

What skills we're looking for

• 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

And any experience of these would be great:

• 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, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop. We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

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

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're focused on creating a values-led culture and 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.