End Date
Monday 08 June 2026
Salary Range
£0 - £0
We support flexible working – click here for more information on flexible working options
Flexible Working Options
Hybrid Working, Job Share, Reduced HoursTrust Specialists manage relationships between introducers and support customers throughout the creation of new Trusts.
JOB TITLE: Trust Specialist - UK Private Banking
LOCATION(S): Remote
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.
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
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.
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.
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
Ready for a career where you can have a positive impact as you learn, grow and thrive? Apply today and find out more!
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.
Our purpose is Helping Britain Prosper. We do this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good.
We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs.
The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.
