Investment Committee Member - Equities

  • 91-92 High St, Thame OX9 3EH, UK
  • Contract

Company Description

Established for well over 25 years, the award-winning Wills & Trusts Group believes in treating clients as people, not just as a number. This “family” philosophy makes the company one of the most highly respected amongst financial advisers.

As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clients’ assets and the protection of those assets so that they pass to the right person at the right time.

Estate planning
Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. You will probably want to make sure that you pay no more tax than is reasonable, and in some cases you will want to avoid it completely.

Investment management
You want to earn more on your savings and investments, at the same time, you want to pay as little tax as possible. Most importantly of all, you probably want to minimise any risk that you take. It takes a great deal of time and effort to build your wealth, and you want to protect it for your future and for the future of your family. We actively manage your investments to produce the greatest returns for the lowest risk. We put a premium on making sure you know what is happening and why. Our clients say our programme of client education is like nothing they have ever experienced before.

Pensions management
When you retire you will want to make sure that your pension produces the most income possible, that the income will last for the rest of your life, and ideally increase every year. If anything happens to you, it is no doubt important to you that your spouse will get your pension in full. We treat pensions like every investment we manage. Unlike most advisers, who only look at your pension once a year, we look at it every day, and we ask the question: how can we do better for you?


Job Description

Acknowledged by the experts as “The Experts” and ranked in the top 1% of Financial Advisors worldwide* Wills & Trusts already have a great reputation in our marketplace; However, we want to be known for more than that and are always seeking to make tomorrow better than today. Since the company was established back in 1992 by our visionary founder the group have gone from strength to strength and have plans to grow significantly by 2025 - by over five times. To aid us in achieving our vision we are looking for an individual to work with us in an advisory capacity to ensure we are making sound investment decisions for the future.


As an Investment Committee Member, you will act as an Advisor to the business in a non-voting capacity. We are looking for a highly experienced individual who can utilise the knowledge and experience that you have built up throughout your career to work with us in planning our investment strategy.


Acting as an external consultant, you will be required to attend quarterly asset allocation meetings (1 day, four times a year) where the Executive Board will make strategic investment planning decisions for the period ahead. You will be working with a team of highly experienced individuals, all of whom have extensive knowledge of the business, but you will be able to add real value to the board by providing external insights and utilising your past experiences to steer our investment strategy for the future.


Our ideal consultant will able to demonstrate a proven track record of success throughout their career; preferably have been a Head of Equities or Senior Equity Fund Manager within a large financial services organisation. You may currently be working within a similar role or looking for a Consulting/Advisory position. This would be a great opportunity for someone that thrives on implementing their expertise to partner with a growing financial planning business.


*Source MDRT,16,USA