French Wealth Solutions Associate (French Assurance Vie Associate)

code4; Dartford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global investment company in Dartford seeks a French Assurance Vie Associate to support their team with operational requests and client documentation. Responsibilities include assisting wealth engineers and ensuring all necessary paperwork is completed for client relationships. The ideal candidate should have a university degree and be a native French speaker, proficient in English, with strong engagement skills. This position offers a range of benefits including health plans, annual leave, and a collaborative work environment.

Benefits

100% paid medical, dental and health screening premiums

28 days annual leave plus 8 paid holidays

Enhanced maternity pay

$10,000 family-forming benefit

Retirement pension plan with company contributions

Gym subsidy of up to £50 per month

Employee Assistance Program

Qualifications

• Native French speaker with strong English proficiency.
• Engaging personality, able to connect with diverse audiences.
• Commitment to maintaining quality work and timelines.
• Eager to work autonomously to support client needs.

Responsibilities

• Support FIL wealth engineers with operational requests.
• Ensure appropriate documentation from clients is gathered.
• Partner with insurance company for administrative requests.
• Perform ad-hoc projects and process improvement brainstorming.

Skills

Native French language proficiency

Proficiency in English

Engagement skills over phone and email

Ability to meet challenges head-on

Education

University degree or equivalent

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