Portfolio Jobs

About Allica Bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

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.

Department Description

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 proposition. We are a growing team in a rapidly growing banking business providing a significant opportunity for personal growth and development.

Role Description

This is a support role in the Fiduciary Sectors Team and involves working closely with the Senior Relationship Manager to support the acquisition of new relationships and nurturing of existing ones.

The role requires a deep understanding of the needs of regulated professional businesses, with a focus on client money but including their banking requirements more generally. The role will include but not be limited to supporting onboarding, due diligence, and day-to-day management of relationships.

The successful candidate will act as a central point of contact and subject matter expert for existing clients and internal stakeholders, providing feedback and insights to inform product development and new initiatives.

Principal Accountabilities

• Support the Relationship Manager in acquiring and nurturing relationships with regulated professional services firms in the UK.

• Assist in the onboarding process, ensuring all AML/KYC requirements are met.

• Act as a central point of contact for internal stakeholders, providing expertise and insight on client related matters.

• Capture, learn from, and action client feedback to inform product and marketing teams. If something can be improved, make sure your opinion is voiced.

• Collaborate within the team and wider bank to build relationships and deliver referrals

• Provide commercial support to the Relationship Manager, assisting with opportunity prospecting and customer acquisition tactics.

• Maintain the CRM system, supporting the creation of management information (MI) and ongoing reporting.

• Represent Allica Bank at network events, expos, and conferences, building relationships and creating opportunities through solicitors, independent financial advisors, and the Allica Partnerships Team.

Personal Attributes & Experience

• Proven ability to exceed client expectations, embrace complex challenges, and consistently deliver in high-stakes environments.

• Deep expertise and experience servicing professional or corporate clients, with a strong command of AML/KYC compliance—ensuring clients receive seamless onboarding experience.

• Exceptional communication and interpersonal skills, enabling the development of trusted, long[1]term relationships with financial institutions and professional services clients.

• Demonstrates proactive ownership and accountability, driving client outcomes with precision and confidence.

• Collaborative mindset with a track record of working seamlessly across departments to deliver integrated, client-centric solutions.

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Working at Allica Bank

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 tick every box?

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!

Flexible working

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.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.