[Hiring] Trust Specialist - UK Private Banking @Lloyds Banking Group

Role Description

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.

• 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.
• Complete the onboarding for all trust cases in UKTC.
• 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.

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

Benefits

• 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.