About the Job
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
The Fiduciary Sectors Team at Allica Bank provides exceptional service and support to regulated professional services firms in the UK. Including but not limited to, Solicitors, NBFIs, Accountants, Pension Trustees and Insolvency Practitioners.
Our team is known for its commitment to delivering innovative solutions and exceptional service that merits recommendation. We pride ourselves on our ability to build strong relationships by listening to our clients and using that feedback to support a continuous iterative programme of improvement to our value propo...
Required Skills & Abilities
Identify, target, and convert new business opportunities with regulated professional services firms across Scotland and the wider UK.
Develop and execute a structured business‑development strategy, supported by data‑driven insights and CRM‑based pipeline management.
Represent Allica Bank at industry events, conferences, and professional networks, building strong relationships with solicitors, accountants, independent financial advisors, and other fiduciary‑related intermediaries.
Serve as the dedicated relationship lead for a portfolio of regulated clients, ensuring exceptional service at every stage of the relationship.
Support and oversee the onboarding of regulated entities, ensuring AML/KYC and other regulatory requirements are met efficiently and accurately.
Provide subject‑matter expertise on client‑money banking, AML/KYC expectations, and fiduciary‑sector practices
Work closely with Product, Compliance, Operations, and other internal teams to refine and enhance the fiduciary banking proposition.
Capture and escalate client feedback to inform product development, risk appetite considerations, and service improvements.
Assist in the creation of management information (MI), reports, and CRM‑driven insights for internal stakeholders.
Maintain up‑to‑date understanding of regulatory developments affecting the fiduciary sector (SRA, FCA, MoJ, AML changes, etc.).
Provide commercial insight to the wider bank on opportunities, risks, and market trends.
Support marketing initiatives by contributing sector expertise, case studies, and client‑led insights.
Proven track record in business development, relationship management, or client‑facing roles within financial services or professional services.
Strong understanding of regulated client‑money environments (e.g., SRA, FCA, CASS, trust and fiduciary accounts).
Experience working with professional or corporate clients and delivering high standards of service in complex or regulated environments.
Exceptional communication and interpersonal skills, with the ability to build trust with senior stakeholders.
Highly proactive, commercially minded, and accountable—able to drive outcomes independently.
Strong analytical capability, comfortable navigating onboarding requirements, risk considerations, and regulatory frameworks.
Collaborative mindset with the ability to work effectively across multiple teams.
Willingness to travel across Scotland and the wider UK as required.
#LI-Remote #LI-AD1
At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.
Our employees are at the heart of everything we do, so our benefits are designed with you in mind:
Full onboarding support and continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave
Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!
We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.
