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- Tasks: Support clients with financial planning and investment optimisation while writing insurance proposals.
- Company: Fisher Investments Europe prioritises client needs with a personalised approach to investing.
- Benefits: Enjoy 28 days leave, top-tier health plans, gym subsidies, and a collaborative work environment.
- Why this job: Join a team that values personal growth and offers ongoing training in a supportive culture.
- Qualifications: Master's in Financial Planning, native French speaker, and experience in financial principles required.
- Other info: This is an in-office role with potential for hybrid work based on performance.
The predicted salary is between 28800 - 48000 £ per year.
The Fisher Investments Europe (FIE) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies. We are looking for a Wealth Engineer Associate to support our Wealth Solutions team.
The Day-to-Day:
- Help evaluate the current financial situation for private clients
- Cash flow strategies using cash-flow analyses
- Inheritance tax and Estate Planning
- Optimise investments – reviewing suitability of investment wrappers
- Write insurance policy proposals which are delivered to our Private Clients in France
- Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
- Interact with various groups internally and externally to ensure clients' needs are met
Your Qualifications:
- Master's Degree in Financial Planning
- Experience with financial planning principles
- 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
- Good knowledge of Assurances Vie and Contrats de Capitalisation
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.
French Financial Planning Associate employer: Fisher Investments
Contact Detail:
Fisher Investments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land French Financial Planning Associate
✨Tip Number 1
Familiarise yourself with Assurance Vie and Contrats de Capitalisation. Understanding these financial products will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Brush up on your financial planning principles and be ready to discuss how you've applied them in real-life scenarios. This will show your practical knowledge and ability to evaluate clients' financial situations.
✨Tip Number 3
Practice your communication skills in both French and English. Since the recruitment process will be in English, being able to switch between languages smoothly will set you apart from other candidates.
✨Tip Number 4
Network with professionals in the financial planning industry, especially those who have experience with private clients in France. This can provide valuable insights and potentially lead to referrals or recommendations.
We think you need these skills to ace French Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Master's Degree in Financial Planning and any relevant experience with financial planning principles. Emphasise your native French proficiency and English skills, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how your skills align with the responsibilities of the Wealth Engineer Associate position. Mention your understanding of Assurances Vie and Contrats de Capitalisation to demonstrate your expertise.
Showcase Communication Skills: Since the role involves advising clients over the phone and in writing, provide examples in your application that showcase your ability to communicate effectively with diverse audiences. Highlight any previous experience in client-facing roles.
Highlight Problem-Solving Abilities: Discuss instances where you faced challenges in your previous roles and how you overcame them. This will show your commitment to maintaining quality work while adhering to timelines, which is essential for this position.
How to prepare for a job interview at Fisher Investments
✨Showcase Your Financial Knowledge
Make sure to brush up on financial planning principles, especially those related to Assurance Vie and Contrats de Capitalisation. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Demonstrate Language Proficiency
Since the role requires native French proficiency and good English skills, practice speaking about financial concepts in both languages. This will help you communicate effectively during the interview and show that you can connect with a diverse clientele.
✨Prepare for Client Interaction Scenarios
Think of examples from your past experiences where you've successfully interacted with clients, whether over the phone or in person. Be ready to discuss how you handled challenging situations and maintained quality service under pressure.
✨Emphasise Your Commitment to Continuous Improvement
Fisher Investments values employees who learn from setbacks and strive for improvement. Be prepared to share instances where you've faced challenges and how you worked towards overcoming them, showcasing your growth mindset.
