Trust Specialist - UK Private Banking in Birmingham

Trust Specialists manage relationships between introducers and support customers throughout the creation of new Trusts.

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
• Developing and delivering activities to meet customer service standards
• Providing guidance to customers on trusts
• Completing the onboarding for all trust cases in UKTC
• Implementing 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.

What skills we're looking for:

• 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

And any experience of these would be great:

• 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.

This is a place for you:

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.

We offer a wide‑ranging benefits package, including:

• 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'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.