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Vacancies

Last reviewed: 5/11/25

Client Support & Business Development

This is an exciting opportunity either for an experienced administrator or someone at the start of their career who is eager to learn, conscientious, and a genuine team player.

You will gain valuable exposure to the world of investments and wealth management, working closely with our financial advisers, administration team, investment committee and directors.

You will be joining us at a pivotal time in our growth, supporting the expansion of the Montgomery Portfolio Service (MPS) and the launch of Montgomery Wealth – our fully digitally-enabled investment solution for younger clients as we address the Great Wealth Transfer.

Find out more and apply below.

Proposed start: January 2026

    • Provide administrative support to advisers, assisting with both new business activity and servicing existing clients and their families.

    • Assist with preparing for client meetings, collating investment packs, reports and valuations.

    • Analysis of client finances to support advice and reporting.

    • Maintain databases and internal systems.

    • Conduct Anti-Money Laundering (AML) and compliance checks using software.

    • Support Montgomery Associates’ business development activities, including but not limited to maintaining prospecting lists, tracking events and analysing business trends.

    • Proficient in Microsoft Outlook, Word, PowerPoint, Excel.

    • Strong attention to detail and accuracy with excellent note-taking skills.

    • Highly organised with strong time management.  

    • Excellent communication skills, a positive mindset, a can-do attitude and someone who takes initiative. 

    • Working with technology and software will be second nature.

    • An enthusiasm for learning about investments and wealth management tools will be a distinct advantage.

  • For this role we would expect GCSEs or A-Levels as a minimum, preferably in a finance/business-related field; however skills and attitude matter more than specific qualifications.

  • We’re looking for someone who is:

    • Diligent, prepared to get stuck in and take initiative wherever needed.

    • A team player, comfortable working in a small and ambitious team.

    • Keen to contribute ideas and grow alongside the business.

    • Motivated by accuracy, learning and delivering great client outcomes.

    • Salary is competitive depending on experience and ability, plus the opportunity for a discretionary bonus.

    • Full-time. Flexibility for a 3-6 month fixed term contract and/or flexible start/finish times.

    • We offer a hybrid working structure, supporting working from home for a proportion of the week.

    • Place of work will be at our Shaftesbury office - view our offices here.

Work with us

We are a successful 50-year family business with a small, dedicated team looking after the private wealth of 120 client family groups. We manage around £110 million of client assets and have two offices in north Wiltshire and south Wiltshire.

We’re a collaborative and cohesive team, always aiming to pull in the same direction and help each other out to deliver our first-class service. We place a strong emphasis on bonding both in and out of the office - weekly team meetings, offsite strategy days, team away days, team lunches, Christmas gatherings and staff reviews are all chances throughout the year to get together with colleagues. After all, working with nice people is what it’s all about!

We are always open to meeting positive like-minded people to work with. If you would like to apply for a vacancy or make a speculative enquiry, we’d like to hear from you.

Filling out the form below will put you in contact with a Director.

Apply

To apply please fill out the form below - enter the position you are applying for along with a description of why you would fit the role and upload your CV detailing your employment history, work experience and qualifications.

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

Meet the team