French Wealth Solutions Associate (French Assurance Vie Associate)

Fisher Investments; City of Westminster; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global investment firm in the City of Westminster is looking for a French Assurance Vie Associate to support their team. The role involves operational assistance to wealth engineers and investment counsellors, ensuring client documentation is in place, and collaborating with internal departments. Ideal applicants are fluent in French and English, possess strong communication skills, and are committed to quality work. This position includes a range of benefits such as premium health coverage, generous leave, and a retirement pension plan.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave plus holidays

Enhanced maternity pay

$10,000 fertility benefit

9% retirement pension plan contribution

Gym subsidy up to £50 per month

Employee Assistance Program

Qualifications

• University degree or relevant experience in finance or related field.
• Fluent in French and proficient in English for recruitment process.
• Strong interpersonal skills to connect with clients.

Responsibilities

• Support FIL wealth engineers and investment counsellors with operational requests.
• Ensure appropriate documentation for client relationships.
• Partner with the insurance company for client administrative requests.
• Engage in process improvements and ad-hoc projects.

Skills

Native French language proficiency

Proficiency in English

Strong communication skills

Ability to connect with diverse audiences

Commitment to quality and timelines

Education

University degree or equivalent experience

Job description

The Opportunity:

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.

The Day-to-Day:

• 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

Your Qualifications:

• 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

Why Fisher Investments Europe:

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the Fisher purpose possible, and to help our employees meet their long‑term goals, we offer an array of benefits, including:

• 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.

Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER