About this role
Trainee Investment Manager at Lgt. Location: London or Edinburgh or Leeds or Birmingham or Bristol or Manchester or Jersey. Role: assisting clients, maintaining records, preparing reports Requirements: Provide administrative and operational support to investment partners; Microsoft Office proficiency; AI exposure (e.g., ChatGPT, Claude) beneficial; willing to work toward professional qualifications (IAD) and record CPD. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office, ChatGPT, Claude Certifications: investment diploma advice (iad), cpd Commitment: Full Time Workplace: Onsite Languages: English