Financial advisory occupations Work, Jobs in Tulse Hill, Gtl (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
Mortgage and Financial Administrator
SB Wealth Management Ltd —Barnet
- £29,500 - £33,500 a year
- Part-time
- Basic maths
- Microsoft Office
- Administrative experience
- Annual leave
- Flexitime
Quick apply
8d
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
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
8d
Financial Adviser
Unify Ventures —Green Park Station
- £70,000 a year
- Full-time
- Sales
- IT
- Financial services
Quick apply
10d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
13d
Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- Management
- Microsoft Office
- Travel
Junior Financial Adviser
RGH‑Global Limited —London
- £35,000 - £40,000 a year
- Full-time
- CRM software
- Microsoft Office
- Financial services
13d
International Private Bank, Senior Associate, Private Banker, UK Entrepreneurs & Executives Team
JPMorganChase —London
- Full-time
- Business development
- Presentation skills
- Organisational skills
Client Services Associate (Graduate)
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Microsoft Powerpoint
- Microsoft Outlook
- Microsoft Office
- Employee assistance programme
Wealth & Financial Planning Administrator
Leagold Miller —London
- £30,000 - £40,000 a year
- Part-time
- Microsoft Excel
- Customer service
- Microsoft Office
Quick apply
8d
Senior Pensions Administrator (Fixed term Contract)
Johnson Matthey —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee discount
- Flexible schedule
Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Client Services Associate
7IM —London
- Microsoft Word
- Microsoft Excel
- Microsoft Office
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English

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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 occupations jobs in tulse hill, gtl

French Wealth Solutions Associate (French Assurance Vie Associate)

Mortgage and Financial Administrator

Associate Financial Advisor - Hybrid

Graduate/Entry Level Operations Specialist (Financial Advice)

Trainee Wealth Manager

Trainee Financial Adviser

Wealth Manager

Financial Adviser

Trainee Wealth Manager

Case Manager

Junior Financial Adviser

International Private Bank, Senior Associate, Private Banker, UK Entrepreneurs & Executives Team

Client Services Associate (Graduate)

Private Wealth Management, Wealth Management Professional, Associate, London

Wealth & Financial Planning Administrator

Senior Pensions Administrator (Fixed term Contract)

Trainee/Junior Financial Planner

Financial Administrator (East Molesey)

Client Services Associate

Financial Planner - Surrey

I want to receive the latest job alerts for financial advisory occupations in tulse hill, gtl

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