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.

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Current opportunities

Updated: June 2022

Portfolio Manager - location Sherborne/Chippenham

Junior Analyst - location Sherborne/Chippenham

Portfolio Manager


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 with plenty of client experience. 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. The role will also from time-to-time require a degree of financial planning, so  relevant experience in this area would be welcome.

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 close-knit, dynamic team and be part of a successful 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 Sherborne (Dorset) with flexibility to travel to our other office near Chippenham (Wiltshire). 

Make a private and confidential enquiry by email here.

Junior Analyst


Montgomery Associates are looking for a Junior Analyst to join our team. 

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 relevant work experience, a degree in an economics/finance/business-related subject, a finance course or previous employment in a financial services business. 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.

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, then we would like to hear from you.


The position is full-time with a competitive salary to reflect ability and experience. Place of work can be flexible - either at our main office near Chippenham (Wiltshire) or our satellite office near Sherborne (Dorset). Occasional travel to both locations will be required.

Make a private and confidential enquiry by email here.