Trust Specialist – UK Private Banking

Lloyds Banking Group

. Manage relationships between introducers and support customers throughout the creation of new Trusts .

Posted 10/28/2026full-timeRemote • United KingdomMid-LevelSenior💰 £72,702 - £80,780 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships within Trust and Fiduciary Services, with a strong focus on regulatory compliance and onboarding processes. Capable of delivering exceptional customer service while effectively communicating complex information to diverse stakeholders.

Highest-signal resume keywords

Trust Services ManagementClient Relationship ManagementRegulatory ComplianceOnboarding ProcessesSuccession Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trust StructuresFiduciary ServicesCase ManagementEstate PlanningCustomer Service Standards

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationOrganisational SkillsAttention to DetailAbility to Work Independently

Industry Keywords

Financial ServicesRegulated SettingStakeholder ManagementThird-Party PartnershipsUK Trust Centre

About the role

Key responsibilities & impact

Manage relationships between introducers and support customers throughout the creation of new Trusts
Support the expansion of Trust Services through new products and succession planning for Trust Specialists
Work within a small team delivering new customers for the UK Trust Centre (UKTC)
Work 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 onboarding for all trust cases in UKTC
Implement communication plans within established systems and procedures

Requirements

What you’ll need

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 written and verbal communication skills, 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 would be beneficial
Exposure to succession planning, estate planning, or Trust structures in a banking environment would be beneficial
Experience working with multiple stakeholders, including third-party partners, would be beneficial

Benefits

Comp & perks

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
Flexible working options, including hybrid working, job share, and reduced hours
Reasonable adjustments throughout the recruitment process