Financial advisory support occupations Work, Jobs in Waddon, 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
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
Financial Services Administrator
S&S Financial Solutions Limited —East Grinstead
- £27,000 - £32,500 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Annual leave
- Life insurance
Quick apply
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Business development
- Financial services
- In-person
Quick apply
8d
Trainee Financial Adviser
Mattioli Woods —London
- Travel
10d
Wealth Management-London-Associate-Business Development Professional
Goldman Sachs —London
- Full-time
- Business development
- Bachelor's degree
- Organisational skills
- Employee assistance programme
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
Operations Specialist (Financial Advice) (Data Gathering)
Nova Wealth —London
- £33,000 - £38,000 a year
- Full-time
- Hybrid work
- Financial services
- Time management
Quick apply
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- CRM software
- Business development
- Communication skills
- Employee assistance programme
Case Manager
Howden Group Holdings —London
- Full-time
- Hybrid work
- CRM software
- Writing skills
- Travel
Client Services Associate (Graduate)
7IM —London
- Microsoft Word
- Microsoft Excel
- Writing skills
Client Service Executive (Investment Management)
Morris Jane Associates —London
- £40,000 - £45,000 a year
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
Pension Administrator
First Actuarial —Tonbridge
- Hybrid work
- Communication skills
- Employee stock purchase plan
- Life insurance
Pensions Specialist
WTW —Redhill
- Full-time
- Hybrid work
- Continuous improvement
- Training & development
- Communication skills
- Annual leave
- Employee assistance programme
1d
Pensions Administrator
Equiniti —Crawley
- Full-time
- Computer literacy
- Computer skills
- Training & development
- Employee assistance programme
- Employee discount
Private Wealth Management, Wealth Management Professional, Associate, London
Goldman Sachs —London
- Full-time
- Communication skills
- Employee assistance programme
Pension Administrator
Aptia Group —London
- Full-time
- Computer literacy
- Computer skills
Wealth Management Administrator
RGH‑Global Limited —London
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- CRM software
Pensions Administrator (Bulk Purchase Annuities)
Equiniti —Crawley
- Full-time
- Computer literacy
- Writing skills
- Computer skills
- Employee assistance programme
- Employee discount

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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
Process improvement
Internal department liaison
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 waddon, gtl

French Wealth Solutions Associate (French Assurance Vie Associate)

Graduate/Entry Level Operations Specialist (Financial Advice)

Financial Services Administrator

Entry-Level Financial Advisor

Trainee Financial Adviser

Wealth Management-London-Associate-Business Development Professional

Associate Financial Advisor - Hybrid

Operations Specialist (Financial Advice) (Data Gathering)

Trainee Wealth Manager

Case Manager

Client Services Associate (Graduate)

Client Service Executive (Investment Management)

Financial Planning Associate

Pension Administrator

Pensions Specialist

Pensions Administrator

Private Wealth Management, Wealth Management Professional, Associate, London

Pension Administrator

Wealth Management Administrator

Pensions Administrator (Bulk Purchase Annuities)

I want to receive the latest job alerts for financial advisory support occupations in waddon, gtl

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