French Wealth Solutions Associate – Assurance Vie

About the role

The French Wealth Solutions Associate will support Fisher Investments’ new FIL brokerage team in London. Working closely with wealth engineers and investment counsellors, you will help deliver high‑quality service to French‑speaking prospects and clients while gaining exposure to wealth management and insurance products.

Key responsibilities

• Assist wealth engineers and investment counsellors with operational requests such as portfolio recommendations, system updates and documentation.
• Coordinate with internal departments to collect and verify client onboarding paperwork.
• Liaise with insurance partners to complete administrative and operational tasks for Assurance Vie clients.
• Execute ad‑hoc projects and propose process improvements to support a growing department.

Required profile

• University degree or equivalent combination of education and experience.
• Native‑level French proficiency and strong English communication skills.
• Ability to engage audiences by phone and email and meet deadlines.
• Self‑motivated, able to work autonomously and handle challenges constructively.

Required skills

What we offer

• 100 % paid premiums for top‑tier medical, dental and health screening plans for employees and qualified dependents.
• 28 days of annual leave plus up to 8 paid holidays, with the option to purchase additional days.
• Enhanced maternity pay – 16 weeks top‑up to full base pay for eligible staff.
• $10,000 fertility, hormonal health and family‑forming benefit.
• Retirement pension with 9 % company contribution and an additional match of up to 5 %.