Careers

Work with us

We are a successful 50-year family business with a small, dedicated team looking after the private wealth of 200 clients and their families.

We are always looking for positive like-minded people to work with. If you would like to apply for one of our current vacancies, please complete the form below.

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

Current vacancies

  • Senior Investment Manager

  • Junior Investment Manager

  • Trainee / Work Experience

Vacancies will be posted as and when they are available. Note that some positions may be withdrawn if another vacancy is filled.

UPDATE: please note our recruitment for these positions is currently on hold. You are welcome to contact us with your application in the meantime, however bear in mind the role you are applying for my no longer be available.

Page last reviewed 15th August 2023

Senior
Investment Manager

  • Experienced investment manager with discretionary experience.

  • Senior Investment Manager: the position will be responsible for co-managing substantial assets under management of £90m directly for private clients.

    Discretionary investment management experience would be expected and you will be suitably qualified to Level 6. Chartered status would be considered a bonus. The role will be varied, involving fund research, contact with fund managers and sales representatives, liaising with clients and working alongside all members of our 10-strong team. The role could also be adapted to include a degree of financial planning, so relevant experience in this area would be welcome although not essential.

    ​You will be primarily managing bespoke discretionary portfolios in-house using tools such as FE Analytics, CashCalc and the Transact platform, building investment strategies, constructing portfolios as well as playing a prominent role in our investment committee.

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

  • Place of work will be at our Shaftesbury office, requiring visits to our Chippenham office. Full/part-time positions considered.

    Remuneration comprises a competitive salary depending on experience plus the opportunity for a discretionary bonus.

    [May 2023]

Junior
Investment Manager

  • Rare opportunity for a Level 4 qualified investment professional in the early phase of their career.

  • Junior Investment Manager: the position is intended for an individual qualified to Level 4 in the early phase of their investment career.

    You will be part of the investment team responsible for managing portfolios for private clients. Although prior experience would be welcome, it need not be essential since you will be working alongside experienced colleagues on our Investment Committee.

    The role will be varied, involving fund research, contact with fund managers and sales representatives, analysing portfolios and conducting asset allocation exercises and investment trades.

    IT and working with software will be second nature, you will be willing to learn new systems and be involved in all aspects of running client investment portfolios on both the client-facing and back-office sides. You will be involved in the preparation and follow-up of our investment committee as well as assisting with aligning client portfolios with their risk profile.

    If you are an enthusiastic and proactive individual, ready to join a small team and learn from experienced colleagues, we would like to hear from you.

  • Place of work will be at our Shaftesbury office, requiring visits to our Chippenham office. Full-time.

    Remuneration comprises a competitive salary depending on experience plus the opportunity for a discretionary bonus.

    [June 2023]

Trainee
Work Experience

  • Trainee or work experience position on a temporary or full time basis.

  • Trainee / Work Experience: this is an exciting opportunity for someone at the start of their career who is numerate, willing to learn, a team player and has a positive can-do attitude. The role will give you the chance to learn about investments, financial advice and wealth management and you will be working alongside our administration team, investment committee and directors.

    Candidates will need to demonstrate their experience of finance such as appropriate GCSEs or A-Levels, relevant work experience in a financial services business or a degree in a finance/economics/business-related course.

    The role will involve the analysis of client information and investment data, note taking, database entry, statistical analysis and general office administration. Previous use of Microsoft Outlook, Word and Excel would be preferable, as will quick typing and accurate note-taking.

    A strong IT ability would be considered an advantage.

  • The position is available on a flexible basis, either as a secondment or summer placement or full-time.

    Remuneration will be competitive and set at a fair level to reflect your ability and experience.

    Place of work will be at our Shaftesbury office, requiring visits to our Chippenham office.

    [May 2023]

Apply

If you would like to apply for one of our current vacancies, please complete the form below; enter the position you are applying for along with a message detailing your employment history, work experience, qualifications and why you would fit the role.

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