Special Needs Financial Planning Expert
Special Needs Financial Planning Expert

Special Needs Financial Planning Expert

Freelance 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • 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 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: Work independently in a structured environment with tight deadlines.

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
  • Ensure legal and technical accuracy regarding SSI and Medicaid eligibility rules, including income and asset treatment.
  • Apply expert judgment to common financial planning transitions, including:
    • Transition to adulthood
    • Inheritance planning
    • Lifetime care and benefits preservation
  • Provide structured feedback to improve dataset accuracy, clarity, and consistency.
  • Collaborate asynchronously with the project manager and meet all deadlines.
  • 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
  • Advanced understanding of SSI and Medicaid financial eligibility standards.
  • Experience working with families of individuals with disabilities on long-term planning and transitions.
  • Strong analytical skills with the ability to translate complex financial and regulatory concepts into structured, plain-language documentation.
  • Excellent attention to detail and comfort working within highly structured content frameworks.
  • Ability to work independently and deliver high-quality work under tight timelines.
  • Special Needs Financial Planning Expert employer: Great Value Hiring

    As a leading employer in the field of special needs financial planning, we pride ourselves on fostering a collaborative and inclusive work culture that values expertise and innovation. Our team enjoys comprehensive benefits, ongoing professional development opportunities, and the chance to make a meaningful impact in the lives of families navigating complex financial landscapes. Located in a vibrant community, we offer a supportive environment where your skills can thrive and contribute to advancing our mission.
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    Contact Detail:

    Great Value Hiring Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Special Needs Financial Planning Expert

    ✨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

    Ace the interview! Research common interview questions related to special needs financial planning and practice your responses. We suggest using the STAR method (Situation, Task, Action, Result) to structure your answers effectively.

    ✨Tip Number 4

    Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to tailor your application to highlight your experience with SSI and Medicaid eligibility standards – it’ll make you stand out!

    We think you need these skills to ace Special Needs Financial Planning Expert

    Special Needs Financial Planning
    Elder Law Planning
    Disability-Focused Financial Services
    Special Needs Trusts
    ABLE Accounts
    Benefits-Preserving Asset Strategies
    SSI and Medicaid Financial Eligibility Standards
    Analytical Skills
    Content Structuring
    Legal and Technical Accuracy
    Clear Documentation
    Attention to Detail
    Independent Work
    Time Management

    Some tips for your application 🫡

    Show Off 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!

    Keep It Clear and Structured: When you write your application, remember to keep things clear and structured. We love plain-language documentation, so make it easy for us to understand your thoughts and ideas.

    Tailor Your Content: Don’t just send a generic application! Tailor your content to align with our project guidelines. Show us that you understand the role and can create high-quality, relevant material.

    Apply Through Our Website: We encourage you to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

    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 that you truly understand it.

    ✨Prepare Real-Life Examples

    Think of specific cases where you've helped families navigate financial planning for individuals with disabilities. Sharing these stories can demonstrate your expertise and give the interviewer a clear picture of your experience in action.

    ✨Clarify Your Communication Style

    Since the role involves translating complex financial concepts into plain language, be ready to showcase how you simplify intricate ideas. You might even want to prepare a brief explanation of a complicated topic to illustrate your ability to communicate clearly.

    ✨Show Your Collaborative Spirit

    This position requires working closely with project managers and possibly other experts. Be prepared to discuss how you’ve successfully collaborated in the past, especially in asynchronous settings, and highlight your ability to meet deadlines while maintaining quality.

    Special Needs Financial Planning Expert
    Great Value Hiring

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