New Business Relationship Manager - Fiduciary Sectors

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

The Business Development & Relationship Manager (Fiduciary Sectors – Scotland) plays a key role in expanding Allica’s presence across Scotland and the wider UK by acquiring, developing, and managing relationships with regulated professional firms, with a particular focus on the legal sector in Scotland.

This is a highly commercial, outward‑facing role requiring deep understanding of the fiduciary landscape, strong relationship‑building capability, and the ability to articulate Allica’s proposition with clarity and confidence. The successful candidate will be responsible for generating new opportunities, overseeing the onboarding of regulated clients, maintaining long‑term relationships, and acting as a trusted subject‑matter expert for both clients and internal stakeholders.

Principal Accountabilities

• 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.

Personal Attributes & Experience

• 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,