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- Tasks: Create expert financial planning content and translate complex plans into clear documentation.
- Company: Remote finance firm focused on special needs financial services.
- Benefits: Competitive hourly pay, flexible hours, and the ability to work from anywhere.
- Why this job: Make a real difference in the lives of families with disabilities while working remotely.
- Qualifications: Experience in special needs financial planning and strong analytical skills required.
- Other info: Join a supportive team dedicated to improving financial outcomes for individuals with disabilities.
The predicted salary is between 13 - 16 £ per hour.
Type: Hourly contract
Compensation: $90–$130/hour
Location: Remote
Commitment: 10–40 hours/week
Role Responsibilities
- Develop and organize expert-level financial planning content aligned with structured project guidelines.
- Review, interpret, and translate special needs financial plans into clear, consistent documentation.
- Validate and refine content related to special needs trusts (first-party and third-party).
- Evaluate and document ABLE account strategies and benefits-preserving financial approaches.
- Apply expert judgment to guardianship-adjacent financial planning considerations.
- Ensure accuracy around SSI and Medicaid eligibility rules, including income and asset treatment.
- Address common financial planning transitions such as adulthood planning, inheritance strategies, and lifetime care preservation.
- Provide structured feedback to improve dataset clarity, consistency, and technical accuracy.
- Collaborate asynchronously with project stakeholders and meet delivery timelines.
Requirements
- Strong professional background in special needs financial planning, disability-focused financial services, or elder law planning.
- Demonstrated expertise in special needs trusts, ABLE accounts, and benefits-preserving asset strategies.
- Advanced understanding of SSI and Medicaid financial eligibility standards.
- Experience supporting families of individuals with disabilities through long-term planning and life transitions.
- Excellent analytical skills with the ability to translate complex regulatory concepts into clear, plain-language content.
- High attention to detail and comfort working within structured documentation frameworks.
- Ability to work independently in a fully remote environment.
Finance Specialist | Remote employer: Crossing Hurdles
Contact Detail:
Crossing Hurdles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Specialist | Remote
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and special needs sectors. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for those interviews! Research common questions related to financial planning for special needs. We suggest practising your answers with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your expertise! Create a portfolio showcasing your previous work in financial planning, especially around special needs trusts and ABLE accounts. This will give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Finance Specialist | Remote
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your application to highlight your experience in special needs financial planning. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, especially when it comes to complex topics like SSI and Medicaid eligibility. Use plain language to make your points shine!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, include examples of how you've tackled complex financial concepts in the past. We love seeing how you can break down intricate ideas into digestible content.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Crossing Hurdles
✨Know Your Stuff
Make sure you brush up on your knowledge of special needs financial planning, including trusts and ABLE accounts. Be ready to discuss specific strategies and regulations like SSI and Medicaid eligibility, as this will show your expertise and confidence in the field.
✨Prepare Real-Life Examples
Think of scenarios where you've successfully helped families navigate financial planning for individuals with disabilities. Sharing these experiences can demonstrate your analytical skills and ability to translate complex concepts into clear, actionable advice.
✨Familiarise Yourself with the Role
Review the job description thoroughly and understand the responsibilities. Be prepared to explain how your background aligns with their needs, especially around documentation frameworks and structured feedback processes.
✨Showcase Your Remote Work Skills
Since this is a remote position, highlight your experience working independently and managing your time effectively. Discuss any tools or methods you use to stay organised and meet deadlines, as this will reassure them of your ability to thrive in a remote environment.
