French Wealth Solutions Associate (French Assurance Vie Associate)

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

Job summary

A financial services organization is seeking a French Assurance Vie Associate in Greater London. The role involves supporting wealth engineers with operational requests and ensuring proper documentation from clients. Candidates must have a university degree, native French and English proficiency, and the ability to connect with clients effectively. The position offers competitive benefits including healthcare, annual leave, and a retirement plan. This is primarily an in-office role with potential flexible work arrangements.

Benefits

100% paid medical and dental premiums

28 days annual leave plus paid holidays

Enhanced maternity pay package

Fertility and family-forming benefits

9% retirement pension plan contribution

Gym subsidy up to £50 per month

Employee Assistance Program

Collaborative working environment with ongoing training

Qualifications

• A university degree or equivalent combination of education and experience.
• Native French language proficiency and proficiency in English.
• Ability to connect with diverse audiences by phone and email.
• Commitment to maintaining quality work while adhering to timelines.
• Eager to work autonomously to support client needs.

Responsibilities

• Support FIL wealth engineers and investment counsellors with operational requests.
• Ensure proper client documentation is collected to initiate relationships.
• Partner with the insurance company to fulfill administrative requests.
• Perform ad-hoc projects and process improvements.

Skills

Native French language proficiency

Proficiency in English

Engagement skills for communication

Ability to maintain quality under deadlines

Autonomous working style

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