French Wealth Solutions Associate (French Assurance Vie Associate)

Fisher Asset Management, LLC; Borehamwood; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Borehamwood is seeking a French Assurance Vie Associate to provide operational support to wealth engineers and investment counselors. The successful candidate will communicate effectively in both French and English, manage client documentation, and contribute to process improvement initiatives. This in-office role offers comprehensive benefits, including paid healthcare premiums and a pension plan with employer contributions.

Benefits

100% paid medical, dental, and health screening plans

28 days annual leave plus holidays

Enhanced maternity pay package

$10,000 family-forming benefit

9% pension contribution with company match

Gym subsidy up to £50 per month

Employee Assistance Program

Ongoing training and educational support

Qualifications

• Degree holder with relevant experience in finance or customer service.
• Ability to connect with diverse audiences through phone and email.
• Eager to work autonomously while meeting client needs.

Responsibilities

• Support wealth engineers and investment counsellors with operational requests.
• Coordinate with internal departments to gather client documentation.
• Partner with insurance companies for administrative requests.
• Engage in ad-hoc projects to improve department processes.

Skills

Native French language proficiency

Proficiency in English

Engaging communication skills

Ability to meet deadlines

Problem-solving skills

Education

University degree or equivalent experience

Job description

Overview

As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.

Day-to-Day Responsibilities

• Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
• Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents
• Partner with the insurance company to complete administrative and operational requests for clients
• Perform ad-hoc projects and brainstorm process improvements to support a growing department
• A university degree or equivalent combination of education and experience
• Native French language proficiency and proficiency in English (Recruitment process will be in English)
• You are engaging and can connect with a wide array of audiences by phone and email
• Commitment to maintain quality of work while sticking to a timeline
• You meet challenges head-on. You learn from your setbacks and work towards improvement
• Eager to work in an autonomous environment to support client needs

Benefits

• 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
• 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
• Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
• $10,000 fertility, hormonal health and family-forming benefit
• A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
• Gym subsidy of up to £50 per month
• Employee Assistance Program and other emotional wellbeing services
• A collaborative working environment that practises ongoing training, educational support and employee appreciation events
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.