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- Tasks: Create expert financial planning content and translate complex regulations into clear documentation.
- Company: Remote financial planning firm focused on special needs and disability services.
- Benefits: Competitive hourly pay, flexible hours, and the ability to work from anywhere.
- Why this job: Make a meaningful impact by helping families navigate financial planning for disabilities.
- Qualifications: Expertise in special needs financial planning and strong analytical skills required.
- Other info: Join a supportive team and enjoy the freedom of remote work.
The predicted salary is between 75 - 110 £ 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.
Financial Planning Experts | Remote in London employer: Crossing Hurdles
Contact Detail:
Crossing Hurdles Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Experts | Remote in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who focus on special needs. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your expertise! Create a portfolio or a blog where you share insights about special needs financial planning. This not only showcases your knowledge but also helps you stand out when applying through our website.
✨Tip Number 3
Prepare for virtual interviews by brushing up on your tech skills. Make sure you’re comfortable with video conferencing tools and have a quiet, professional space set up. First impressions count, even online!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer’s mind. Plus, it shows your enthusiasm for the role, which we love to see at StudySmarter.
We think you need these skills to ace Financial Planning Experts | Remote in London
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. Use plain language to explain complex concepts, just like you would in the role. We appreciate clarity and precision, so make every word count!
Showcase Your Analytical Skills: Since this role requires strong analytical abilities, include examples of how you've tackled complex financial planning issues in the past. We love seeing how you’ve applied your judgement in real-world scenarios!
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. Familiarise yourself with the latest SSI and Medicaid eligibility rules so you can confidently discuss them during the interview.
✨Showcase Your Experience
Prepare specific examples from your past work that highlight your expertise in financial planning for individuals with disabilities. Be ready to explain how you've supported families through transitions and what strategies you've implemented.
✨Communicate Clearly
Since the role involves translating complex concepts into plain language, practice explaining intricate financial ideas simply. This will demonstrate your ability to create clear documentation, which is crucial for the job.
✨Be Ready to Collaborate
As the position requires asynchronous collaboration, think about how you've successfully worked with others remotely. Share examples of how you’ve managed timelines and communicated effectively with stakeholders to ensure project success.
