Trust Specialist – UK Private Banking

Job not on LinkedIn

🔥 42 minutes ago

🇬🇧 United Kingdom – Remote

💵 £72.7k - £80.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 • Work as part of the UK Trust Centre team to deliver new customers • 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 • Ability to explain complex information clearly • Strong organisational skills • Ability to prioritise workloads and work independently • High attention to detail • Understanding of regulatory and compliance requirements • Experience supporting onboarding processes or case management within financial services would be great • Exposure to succession planning, estate planning, or Trust structures in a banking environment would be great • Experience working with multiple stakeholders, including third-party partners, would be great

🏖️ Benefits

• Flexible working options: Hybrid Working, Job Share, Reduced Hours • Pension contribution of up to 15% • Annual performance-related bonus • Share schemes including free shares • Benefits tailored to lifestyle, such as discounted shopping • 30 days’ holiday, plus bank holidays • Wellbeing initiatives • Generous parental leave policies • Reasonable adjustments throughout the recruitment process • Opportunities to learn, grow and develop