French Wealth Solutions Associate (French Assurance Vie Associate)

Fisher Investments; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Greater London is seeking a French Assurance Vie Associate to support the team and its ambitious goals. Responsibilities include assisting wealth engineers, ensuring necessary client documentation, and managing operational requests. Ideal candidates will possess a university degree, native proficiency in French, and strong English skills. The firm offers excellent benefits such as 28 days of leave, medical coverage, and a pension plan. This is an in-office role with potential for a hybrid work program.

Benefits

100% paid premiums for health plans

28 days annual leave

Enhanced maternity pay package

$10,000 fertility benefit

9% pension contribution

Gym subsidy of up to £50 per month

Employee Assistance Program

Qualifications

• A university degree or equivalent combination of education and experience.
• Native French language proficiency and proficiency in English.
• Engaging with a wide array of audiences by phone and email.
• Maintaining quality of work while sticking to timelines.
• Learning from setbacks and working towards improvement.
• Eager to work in an autonomous environment to support client needs.

Responsibilities

• Support wealth engineers and investment counsellors with operational requests.
• Ensure appropriate documentation from clients for their relationship with FIL.
• Partner with the insurance company to complete requests for clients.
• Perform ad-hoc projects and suggest process improvements.

Skills

Native French language proficiency

Proficiency in English

Interpersonal communication

Problem-solving

Ability to work autonomously

Education

University degree or equivalent

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.

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
• 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

Recruitment process will be in English

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.