French Wealth Operations & Onboarding Specialist

Fisher Investments; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global investment firm is seeking a French Assurance Vie Associate in Greater London to support its growing team. The role includes assisting with client documentation, communicating effectively in both French and English, and contributing to improving team processes. The ideal candidate will hold a university degree and possess strong interpersonal skills. Attractive benefits include comprehensive health plans, generous annual leave, and a supportive work environment.

Benefits

100% paid premiums for medical and dental plans

28 days annual leave, plus holidays

Enhanced maternity pay

$10,000 fertility and family-forming benefit

Retirement pension plan with company contribution

Gym subsidy up to £50 per month

Employee Assistance Program

Ongoing training and educational support

Qualifications

• A university degree or equivalent combination of education and experience.
• Native French language proficiency and proficiency in English.
• Engaging communication skills to connect with diverse audiences.

Responsibilities

• Support FIL wealth engineers and investment counsellors with operational requests.
• Ensure appropriate documentation from clients to begin their relationship with FIL.
• Partner with insurance companies for administrative and operational requests.

Skills

Native French language proficiency

Proficiency in English

Engaging communication skills

Ability to connect with diverse audiences

Commitment to quality work

Eagerness to work autonomously

Education

University degree or equivalent

Job description

A global investment firm is seeking a French Assurance Vie Associate in Greater London to support its growing team. The role includes assisting with client documentation, communicating effectively in both French and English, and contributing to improving team processes. The ideal candidate will hold a university degree and possess strong interpersonal skills. Attractive benefits include comprehensive health plans, generous annual leave, and a supportive work environment.