French Wealth Solutions Associate (French Assurance Vie Associate)

Fisher Investments; London; On-site; GBP 60,000 - 90,000; Full time

Job summary

Fisher Investments is seeking a Wealth Solutions Associate Team Leader in London. This role involves leading a team of Associate Wealth Solutions professionals, guiding them in providing support to internal sales representatives and managing client service requests. Candidates should have a strong understanding of French Assurance Vie account structures and possess leadership experience within a financial services environment. The position offers competitive compensation and a range of employee benefits aimed at enhancing personal and professional development.

Benefits

100% paid premiums for top-tier medical and dental plans

28 days annual leave with purchase options

Enhanced maternity pay package

$10,000 family-forming benefit

9% retirement pension plan contribution

Gym subsidy of up to £50 per month

Employee Assistance Program

Ongoing training and educational support

Qualifications

• Knowledgeable about French Assurance Vie account structures.
• Experience in mentorship and leading projects.
• Ability to communicate across various levels of management.

Responsibilities

• Oversee a team of Wealth Solutions Associates.
• Manage the hiring and training processes.
• Ensure collaboration between WSAs and clients.

Skills

Team Leadership

Time Management

Communication

Education

University degree or equivalent experience

Tools

Microsoft programs

Salesforce

PowerBI

Job description

Social network you want to login/join with:

French Wealth Solutions Associate (French Assurance Vie Associate), London

col-narrow-left

Client:

Fisher Investments

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

f41e757c89e3

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

col-wide

Job Description:

Overview

The Opportunity:

The Wealth Solutions Associates Team Leader (WSA TL) will oversee a team of Wealth Solutions Associates (WSAs), who provide Insurance Intermediary Representatives (IIRs) with internal sales support during the Prospect phase and operational support during the Non-Trading phase. The WSAs also monitor the progress of non-trading accounts for new clients, and complete service requests for existing clients. As the WSA TL, you will evaluate the team through various metrics and qualitative efforts. Reporting to the VP of the Wealth Solutions group, you will also lead ongoing team meetings, actively work toward developing individuals in the department and drive team results, and take ownership of various projects to improve our client experience.

The Day-to-Day:

• Participate and drive the process of hiring, evaluating, promoting and/or terminating WSAs
• Oversee training for new WSAs, and trains team members to perform jobs effectively
• Ensure WSAs are knowledgeable about Assurance Vie financial institutions, procedures, account structures, and transfers
• Organize the structure of the WSA team to meet and exceed the servicing requirements of the IIRs
• Oversee the elevation processes, and manage daily escalations alongside the team
• Manage the WSAs who collaborate with the IIRs, the Investment Counsellors (IC), custodians, the client(s), and any other related party to efficiently set up and transfer all new accounts and to effectively service and maintain all existing accounts
• Ensure collaboration between WSAs and all clients and other WS team members
• Review work completed by WSAs to ensure accuracy, efficiency, and compliance
• Build an effective team, delegating tasks, and assigning projects to team members
• Collaborate with other teams, and act as a resource for issues affecting other departments such as Finance and Compliance
• Manage insurance companies and other third party relationships
• Create, develops, and implements efficiencies and automation in all sales and new account processes
• Develop and implement procedures for WSAs
• Actively work toward developing the efficiency of the department

Your Qualifications:

• A University degree or equivalent combination of education/experience
• Knowledgeable about French Assurance Vie account structures, transfers, financial institutions and procedures
• Experience with Microsoft programs, Salesforce, SuitabilityWizard, and PowerBI
• Experience staying organised and managing time, and communicating with various levels of management and with different departments
• Experience in mentorship, training new hires, and leading projects/initiatives

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

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