Financial advisory support occupations Work, Jobs in Sunningdale, Brk (with Salaries)

French Wealth Solutions Associate (French Assurance Vie Associate)
Fisher Investments Europe —London
- Full-time
- Hybrid work
- English
- Bachelor's degree
- No degree
- Annual leave
- Work from home
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Graduate/Entry Level Operations Specialist (Financial Advice)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Time management
- Flexible schedule
Quick apply
Trainee Wealth Manager
First Sentinel Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Trainee Financial Adviser
The Private Office —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
12d
Senior Pensions Administrator (Fixed term Contract)
Johnson Matthey —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
- Flexible schedule
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
8d
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
12d
Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee assistance programme
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
3d
Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Protection Case Handler
Connells Group —Camberley
- Full-time
- Customer service
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
8d
Client Services Associate (Graduate)
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office

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French Wealth Solutions Associate (French Assurance Vie Associate)

Fisher Investments Europe -
London

Apply Now

Job details

Full-time

Benefits

Annual leave
Company pension
Work from home
Employee assistance programme

Qualifications

French
English
Bachelor's degree

Full job description

Overview:

The Opportunity:

As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development.

The Day-to-Day:

Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
Ensure we have appropriate documentation from clients to begin their relationship with FIL 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 (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
Eager to work in an autonomous environment to support client needs

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

Apply Now

Refine Your Search

financial advisory support occupations jobs in sunningdale, brk

French Wealth Solutions Associate (French Assurance Vie Associate)

Financial Planning Administrator

Associate Financial Advisor - Hybrid

Graduate/Entry Level Operations Specialist (Financial Advice)

Trainee Wealth Manager

Trainee Financial Adviser

Client Executive

Financial Administrator (Home Counties)

Trainee Wealth Manager

Senior Pensions Administrator (Fixed term Contract)

Financial Administrator (East Molesey)

Senior paraplanner

Paraplanner (Remote)

Paraplanner

Private Wealth Management, Wealth Management Professional, Associate, London

Client Support Executive

Client Services Associate

Paraplanner

Protection Case Handler

Client Services Associate (Graduate)

I want to receive the latest job alerts for financial advisory support occupations in sunningdale, brk

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