Work with us

We are a successful family business with a small, dedicated team looking after the private wealth of more than a hundred client families.

We are always looking for positive like-minded people to work with. If you would like to apply for one of our current opportunities, please enter the position you are applying for in the Subject box along with a brief message detailing your employment history, work experience, qualifications and why you would fit the role.

Clicking Submit will be put you in contact with a Director of Montgomery Associates.

Thank you for your message.

Scroll down to read more

IMG_4847.jpg
Careers
Current opportunities

Updated: January 2022

Portfolio Manager

Sherborne/Chippenham

Montgomery Associates are looking to expand our team in the South West. The position of Portfolio Manager will be responsible for co-managing substantial assets under management in excess of £100m directly for private clients.

Although advisory experience would be acceptable, discretionary investment management experience would be preferred and you will be suitably qualified. The client-facing role will be varied, involving fund research, contact with fund managers and sales representatives, liaising with clients and working alongside all members of our small team.

You will be primarily managing bespoke discretionary portfolios in-house, with the opportunity to build investment strategies and construct portfolios as well as sit on our investment committee.

If you would like to work with a young, dynamic team and be part of a 50-year family business offering a personal service with an impressive track record to rival even the most established wealth managers, then we would like to hear from you.

 

Both part-time and full-time positions considered. Place of work will be primarily Sherborne (Dorset) with flexibility to travel to our other office near Chippenham (Wiltshire). 

Make a private and confidential enquiry here.

Non-Exec Director

Sherborne/Chippenham

We are looking for a Non-Executive Director to join our senior management team. Having grown organically over nearly 50 years with in excess of £100m under management, our second generation family business is in search of an experienced individual with an existing or past career in the wealth management or financial services sector.

The role will require several days per year initially and occasional travel to our two offices near Castle Combe (Wiltshire) and Sherborne (Dorset).

Make a private and confidential enquiry here.

Administrator

Sherborne, Dorset

Montgomery Associates are looking for a part-time administratorPlace of work will predominantly be near Sherborne (Dorset) but occasionally requiring travel to our other office near Chippenham, Wiltshire.

Candidates will have at least two years' of experience working in either financial services, accountancy or legal sectors. Your skillset will include proficient use of Microsoft Outlook, Word and Excel, fast typing, database entry, record-keeping, note-taking, general office administration and a good telephone manner. Competent, efficient administration and numeracy will be second nature and you will need to be motivated with a close attention for detail. Daily activities will include liaising with team-members and communicating with clients, updating our client database, recording trading activity, producing valuation reports for clients, preparing forms and paperwork ready for client meetings.

If you would like to work with a young, dynamic team and be part of a successful 50-year family business offering a personal service, then we would like to hear from you.

Hours can be flexible, ranging between 10-20 hours per week. Salary is competitive, subject to experience and ability.

Make a private and confidential enquiry here.