Trust Specialist - UK Private Banking

Overview

This permanent Trust Specialist role supports the creation of new Trusts by managing relationships between introducers and customers. You will contribute to the expansion of Trust Services through new products and succession planning, working within a small team to deliver new customers for the UK Trust Centre (UKTC).

• Job Title: Trust Specialist - UK Private Banking
• Location: Remote
• Hours: 35 hours per week (full-time)
• Working Pattern: Remote
• Salary: £72,702 - £80,780
• End Date: Wednesday 11 November 2026

Responsibilities

• Manage relationships between introducers and customers throughout the creation of new Trusts.
• Support trust growth initiatives through involvement in new products and succession planning activities for Trust Specialists.
• Build and maintain 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.
• Work closely with third-party stakeholders to ensure successful introductions.

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 communication skills (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 and an understanding of regulatory and compliance requirements.

Preferred Qualifications

• 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.

Compensation & Benefits

• Pension contribution: up to 15%
• Annual performance-related bonus
• Share schemes, including free shares
• Tailored benefits, such as discounted shopping
• Holiday: 30 days’ holiday plus bank holidays
• Wellbeing initiatives and generous parental leave

Location / Working Arrangement

• Remote role (with flexible working options available, including hybrid working, job share, and reduced hours).