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- Tasks: Support wealth engineers and investment counsellors with operational requests and client documentation.
- Company: Join Fisher Investments Europe, a client-first organisation known for personalised investing.
- Benefits: Enjoy 28 days annual leave, top-tier health plans, gym subsidies, and a retirement pension plan.
- Why this job: Be part of a growing team, gain finance knowledge, and enjoy a collaborative work culture.
- Qualifications: Native French speaker with a university degree or equivalent experience; strong communication skills required.
- Other info: This is an in-office role with potential for hybrid work based on performance.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
French Wealth Solutions Associate (French Assurance Vie Associate) employer: Fisher Investments UK
Contact Detail:
Fisher Investments UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land French Wealth Solutions Associate (French Assurance Vie Associate)
✨Tip Number 1
Familiarise yourself with the financial products and services offered by Fisher Investments, especially in the context of Assurance Vie. Understanding these will help you engage more effectively with the team and demonstrate your knowledge during discussions.
✨Tip Number 2
Brush up on your communication skills in both French and English. Since you'll be connecting with a diverse range of clients and colleagues, being able to switch between languages smoothly will set you apart and show your adaptability.
✨Tip Number 3
Network with professionals in the finance and insurance sectors. Attend relevant events or join online forums to build connections that could provide insights into the role and potentially lead to referrals.
✨Tip Number 4
Prepare to discuss your problem-solving skills and how you've handled challenges in previous roles. The ability to learn from setbacks and improve is crucial for this position, so have specific examples ready to share.
We think you need these skills to ace French Wealth Solutions Associate (French Assurance Vie Associate)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a French Assurance Vie Associate. Emphasise your proficiency in both French and English, as well as any experience in finance or client support.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific aspects of the job description that excite you and how your background makes you a great fit for the team.
Highlight Relevant Qualifications: In your application, clearly outline your educational background and any relevant qualifications. If you have experience in operational roles or client-facing positions, be sure to include those details.
Showcase Problem-Solving Skills: Since the role involves process improvements and handling challenges, provide examples in your application of how you've successfully navigated obstacles in previous roles. This will demonstrate your ability to meet challenges head-on.
How to prepare for a job interview at Fisher Investments UK
✨Showcase Your Language Skills
As a French Assurance Vie Associate, fluency in both French and English is crucial. Be prepared to demonstrate your language proficiency during the interview, perhaps by discussing your previous experiences or answering questions in both languages.
✨Understand the Financial Landscape
Familiarise yourself with the basics of wealth management and assurance vie products. Showing that you have done your homework on the financial services industry will impress the interviewers and demonstrate your commitment to the role.
✨Highlight Your Problem-Solving Skills
The role involves coordinating with various departments and handling operational requests. Be ready to share examples of how you've tackled challenges in the past, particularly in a team setting, to illustrate your ability to think on your feet.
✨Emphasise Your Teamwork and Communication Skills
Since the position requires collaboration with wealth engineers and investment counsellors, it's important to convey your ability to work well in a team. Share specific instances where your communication skills helped achieve a common goal.
