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- Tasks: Create and review expert-level content on special needs financial planning.
- Company: Join a leading firm dedicated to supporting individuals with disabilities.
- Benefits: Flexible work hours, competitive pay, and opportunities for professional growth.
- Why this job: Make a meaningful impact by helping families navigate financial planning for special needs.
- Qualifications: Experience in special needs financial planning and strong analytical skills required.
- Other info: Collaborative environment with a focus on accuracy and clarity.
The predicted salary is between 36000 - 60000 £ per year.
Special needs financial planning professionals to create and review high-quality, structured content related to special needs trusts, ABLE accounts, and benefits-preserving financial strategies, which will be used to evaluate and demonstrate advanced AI systems.
Role Responsibilities
- Develop and organize expert-level financial planning content aligned with project guidelines and review standards.
- Review, interpret, and translate special needs financial plans into clear, structured documentation.
- Validate content related to:
- Special needs trusts (first-party and third-party)
- ABLE accounts
- Guardianship-adjacent financial planning considerations
- Transition to adulthood
- Inheritance planning
- Lifetime care and benefits preservation
Good Candidature
- Strong experience in special needs financial planning, elder law planning, or disability-focused financial services.
- Demonstrated expertise in:
- Special needs trusts
- ABLE accounts
- Benefits-preserving asset strategies
Special Needs Financial Planning Expert in London employer: Great Value Hiring
Contact Detail:
Great Value Hiring Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Special Needs Financial Planning Expert in London
✨Tip Number 1
Network like a pro! Reach out to professionals in the special needs financial planning field through LinkedIn or industry events. We can’t stress enough how valuable personal connections can be in landing that dream job.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your knowledge on special needs trusts and ABLE accounts. We recommend including case studies or examples of your work to impress potential employers.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing answers to common questions about financial planning strategies. We suggest doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. We’re always on the lookout for passionate individuals who can contribute to our mission in special needs financial planning.
We think you need these skills to ace Special Needs Financial Planning Expert in London
Some tips for your application 🫡
Show Your Expertise: Make sure to highlight your experience in special needs financial planning. We want to see how you've tackled complex topics like special needs trusts and ABLE accounts, so don’t hold back on sharing your knowledge!
Be Clear and Structured: When writing your application, keep it clear and structured. We love a well-organised document that’s easy to read, so use headings and bullet points where necessary to make your points stand out.
Tailor Your Content: Don’t forget to tailor your application to our specific role! Reference the job description and show us how your skills align with what we’re looking for. This will help us see you as a perfect fit for the team.
Apply Through Our Website: Finally, make sure to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Great Value Hiring
✨Know Your Stuff
Make sure you brush up on special needs trusts, ABLE accounts, and the ins and outs of SSI and Medicaid eligibility. Being able to discuss these topics confidently will show that you’re not just familiar with the content but are also passionate about it.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully navigated financial planning for individuals with disabilities. Highlight your analytical skills and how you've translated complex concepts into clear documentation. This will demonstrate your expertise and ability to meet the role's demands.
✨Be Ready to Collaborate
Since the role involves working with a project manager and possibly other team members, think of examples where you've collaborated effectively in the past. Discuss how you handle feedback and ensure deadlines are met, as this will show your ability to work well in a structured environment.
✨Attention to Detail is Key
Prepare to discuss how you ensure accuracy and clarity in your work. You might want to bring along samples of your previous documentation or content that highlight your attention to detail and adherence to guidelines. This will reinforce your fit for the role.
