Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 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: University degree or equivalent, native French speaker, and 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. 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.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER.
Locations: London, Bristol, Edinburgh, Gatwick; Glasgow; Guildford; Leeds, Liverpool, Manchester.
French Wealth Solutions Associate (French Assurance Vie Associate) employer: Fisher Investments Europe
Contact Detail:
Fisher Investments Europe 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 services industry, particularly in wealth management and assurance products. Understanding the nuances of Assurance Vie will give you an edge in discussions and demonstrate your commitment to the role.
✨Tip Number 2
Brush up on your communication skills in both French and English. Since you'll be engaging with clients and internal teams, being able to switch seamlessly between languages will showcase your versatility and enhance your effectiveness in the role.
✨Tip Number 3
Network with professionals in the finance sector, especially those who work in wealth management or insurance. Attend relevant events or join online forums to gain insights and potentially make connections that could help you during the application process.
✨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 during your interview.
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 in finance and client support. Emphasise any roles where you've coordinated with internal departments or handled operational requests, as these are key aspects of the job.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your native French proficiency and how it will benefit the team. Share specific examples of how you've met challenges in previous roles.
Highlight Relevant Skills: Focus on skills that align with the job description, such as communication, problem-solving, and the ability to work autonomously. Provide examples of how you've successfully used these skills in past experiences.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, especially since the recruitment process will be conducted in English. A polished application reflects your attention to detail.
How to prepare for a job interview at Fisher Investments Europe
✨Showcase Your Language Skills
Since the role requires native French proficiency and English fluency, be prepared to demonstrate your language skills during the interview. Practice answering questions in both languages to show your comfort level and ability to switch between them seamlessly.
✨Understand the Financial Landscape
Familiarise yourself with the basics of wealth management and assurance products, particularly in the context of the French market. This knowledge will help you engage in meaningful discussions and show your enthusiasm for the role.
✨Highlight Your Teamwork Abilities
The position involves coordinating with various internal departments. Be ready to share examples of how you've successfully collaborated with others in past roles, focusing on your communication skills and ability to work towards common goals.
✨Prepare for Problem-Solving Questions
Expect questions that assess your ability to handle challenges and improve processes. Think of specific instances where you've faced obstacles, how you approached them, and what you learned from those experiences to demonstrate your proactive mindset.
