Trust Specialist – UK Private Banking

🔥 3 minutes ago

🇬🇧 United Kingdom – Remote

💵 £72.7k - £80.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

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Lloyds Banking Group

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💳 Fintech

💸 Finance

Banking • Fintech • Finance

Lloyds Banking Group is a leading financial services group in the UK, with a history of over 325 years. The group encompasses several well-known brands, including Lloyds Bank, Bank of Scotland, and Halifax. Its core purpose is 'Helping Britain Prosper', focusing on providing banking services that support individuals, businesses, and communities towards achieving financial wellbeing and sustainability. Lloyds Banking Group is dedicated to fostering an inclusive future by offering a range of financial solutions and investing in initiatives that promote housing and corporate responsibility.

📋 Description

• 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

• 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

• 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