French Wealth Solutions Associate

6 days ago

Fenchurch St, United Kingdom Fisher Investments Full time
The Opportunity

We are seeking a highly motivated and detail-oriented French Wealth Solutions Associate to join our team. As a key member of our team, you will play a crucial role in supporting our ambitious goals and objectives.

Your Key Responsibilities

  • Support our wealth engineers and investment counsellors with operational requests to ensure outstanding service to prospects and clients.
  • Ensure we have appropriate documentation from clients to begin their relationship with us 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.
  • Excellent communication and interpersonal skills.
  • Ability to work in an autonomous environment to support client needs.
  • Commitment to maintaining quality of work while sticking to a timeline.

Why Fisher Investments Europe

We are a global organisation that puts clients first, providing unmatched service and taking a personalised approach to investing. We offer a range 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.

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