French Wealth Solutions Associate — Growth & Impact

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

Job summary

A leading investment firm in Greater London is seeking a French Assurance Vie Associate to support its growing team. In this role, you will coordinate with internal departments and assist clients with operational requests. You must possess native French and strong English proficiency, a university degree, and the ability to engage effectively with clients. This position offers competitive benefits, including health coverage and annual leave, while emphasizing professional development and a collaborative work environment.

Benefits

100% paid medical premiums

28 days annual leave

Enhanced maternity pay

$10,000 family-forming benefit

9% retirement pension plan

Gym subsidy of up to £50

Employee Assistance Program

Qualifications

• Native French language proficiency and proficiency in English.
• Engaging communication skills with clients by phone and email.
• Ability to maintain quality work while sticking to timelines.

Responsibilities

• Support FIL wealth engineers and investment counselors with operational requests.
• Ensure appropriate documentation from clients to begin their relationship.
• Partner with the insurance company for administrative requests.

Skills

Native French language proficiency

Proficiency in English

Ability to connect with diverse audiences

Commitment to quality

Autonomous work ethic

Education

University degree or equivalent

Job description

A leading investment firm in Greater London is seeking a French Assurance Vie Associate to support its growing team. In this role, you will coordinate with internal departments and assist clients with operational requests. You must possess native French and strong English proficiency, a university degree, and the ability to engage effectively with clients. This position offers competitive benefits, including health coverage and annual leave, while emphasizing professional development and a collaborative work environment.