Financial Services Specialist

5 days ago


St James's, Greater London, United Kingdom Fisher Investments Full time

About the Opportunity

We are seeking a highly motivated and detail-oriented Financial Services Specialist to join our team. As a key member of our wealth management team, you will play a vital role in supporting our ambitious goals.

Your Key Responsibilities

As a French Assurance Vie Associate, you will be responsible for coordinating with internal departments, preparing onboarding paperwork, creating sales deliverables, building new processes, and more. You will work closely with our wealth engineers and investment counsellors to ensure outstanding service to prospects and clients.

What We Offer

  • A competitive salary of €60,000 - €80,000 per year
  • An excellent benefits package, including 100% paid premiums for supplemental medical, dental, and annual health screening plans
  • 28 days annual leave, plus up to 8 paid holidays
  • 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
  • A collaborative working environment that practises ongoing training, educational support, and employee appreciation events

Your Qualifications

To be successful in this role, you will need to have a university degree or equivalent combination of education and experience. Native French language proficiency and proficiency in English are also essential. A strong ability to connect with a wide array of audiences by phone and email is crucial.



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