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French Financial Planning Analyst

Fisher Investments Luxembourg Luxembourg, Luxembourg
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The Opportunity:

The Fisher Investments Luxembourg (FIL) Wealth Solutions team provides specialised financial planning advice for clients who may benefit from Assurance Vie and Contract de Capitalisation insurance policies.

We are looking for a Financial Planning Analyst to join our Wealth Solutions team.

The Day-to-Day:

  • Write the financial advice portion of the insurance policy proposal for private clients, with a focus on the suitability of an insurance policy while at the same time prioritising clients' long-term goals
  • Optimise Investments – reviewing suitability of investment wrappers
  • Write the insurance policy proposals delivered to our private clients in France
  • Provide advice to clients over the phone and in writing, with some face-to-face client meetings required as you develop within the role
  • Interacting with various groups internally and externally to insure clients' needs are met
  • Other duties as agreed

Your Qualifications:

  • Master's Degree in Financial Planning
  • At least 5 years of experience with financial planning principles
  • Native French language proficiency
  • 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
  • Detailed knowledge of Assurances Vie and Contrats de Capitalisation

Why Fisher Investments Luxembourg:

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 Fisher Investments and Fisher Investments Luxembourg align with our clients’ priorities 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 healthcare plan (includes medical, dental, vision) 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 11 paid holidays
  • A supplemental retirement pension plan featuring a 4% contribution of base pay up to the social security ceiling and 12% for base pay over the ceiling, as well as a 50% match on personal contributions up to €600 annually
  • Up to €219.60 in employer-paid monthly lunch vouchers
  • Gym subsidy of up to €50 per month
  • $10,000* fertility, hormonal health and family-forming benefit
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events

We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.


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