About us
We’re looking for talented people to join our team
If you’re passionate about making a difference in financial planning and think you’d be a great fit, we’d love to hear from you.
A supportive place to grow your career
At Betterment Wealth, we know that great client care starts with a team that feels valued and supported. We’re committed to helping each person develop their skills and grow in a way that feels right for them.
With competitive benefits and flexible working options, we aim to create a space where you can build your career and still enjoy the balance you need in life.
Our values define who we are
Kindness and empathy guide how we support our clients and how we work with each other. We value the unique skills everyone brings and believe in helping each other learn and grow.
With a focus on collaboration, respect, and continuous development, we create a workplace where you can thrive and succeed alongside a supportive team.
Current vacancies:
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Financial Planning Administrator
Betterment Wealth is looking for an experienced financial planning administrator. We are growing, and our existing and new clients deserve the best service there is. You must be prepared to work as part of a small team while being integral to our future growth. Whilst the role is defined, it will involve a wide range of tasks and may require adaptability. There is an opportunity to be part…
Location: Hybrid, Office-Based (Cambridge) or Remote (dependent on experience)
Hours: 60% - 100% Contract / Potential for flexible working hours
Salary: TBC
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Self Employed Financial Planner
We are keen to speak to experienced self-employed financial planners, especially those who may be looking to move from a company that has been, or is being, acquired by a consolidator. Betterment Wealth was founded in 2024 to deliver long-term stability for its clients and remain truly independent. We know how big this change can be for someone and also how demanding it can be to go alone.
Location: Hybrid, Office Based (Cambridge) or Remote
Hours: Full-time
Salary: Fee income-based
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Self Employed Mortgage Adviser
Betterment Wealth is looking for experienced self-employed mortgage advisers to join our business. This role is perfect for individuals who would like to work alongside other ambitious financial planners and mortgage advisers and receive support to service their existing and new clients.
Location: Hybrid, Office Based (Cambridge) or Remote
Hours: Self-Employed
Salary: Fee and commission income-based
Client stories
Our clients say it best
Discover how our personalised advice has supported clients through important financial decisions and life changes.
Hear their stories
Real experiences
Trusted by our clients
Our survey results show how people feel about working with us.
100%
of clients believe that working with us has helped or will help them achieve their financial goals
100%
of clients would recommend us to their friends, family, or colleagues
53.57%
of clients have recommended us in the last 12 months alone
