
Financial Advisor | Remote
Department:Finance
Type:REMOTE
Region:UK
Location:United Kingdom
Experience:Associate
Estimated Salary:Β£16,640 - Β£24,960
Skills:
WEALTH MANAGEMENTPRIVATE BANKINGESTATE PLANNINGTRUST ADVISORYTAX PLANNINGFINANCIAL ANALYSISLEGAL DOCUMENTATIONCOMMUNICATION
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Job Description
Posted on: February 12, 2026
Position: Wealth Transfer Specialist Type: Hourly contract Compensation: $80β$120 per hour Location: Remote Commitment: Part-time, approximately 10β20 hours per week Role Responsibilities
- Review and annotate AI-generated outputs related to estate planning and wealth transfer strategies
- Evaluate AI reasoning on trusts, gifting strategies, and tax-efficient structuring approaches
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios
- Validate planning strategies involving liquidity events, succession, and family governance
- Structure and label case-based wealth planning data for AI training purposes
- Identify gaps, inconsistencies, and compliance risks in AI-generated financial recommendations
- Collaborate with research teams to improve model accuracy in estate and financial planning workflows
Requirements
- Strong experience in wealth management, private banking, estate planning, or trust advisory
- Strong expertise in estate, gift, and wealth transfer tax planning
- Strong experience advising HNW or UHNW clients
- Strong familiarity with advanced trust structures and wealth transfer vehicles
- Ability to review technical financial and legal documentation with precision
- Strong written communication skills and ability to provide structured analytical feedback
- Ability to work independently in a remote, project-based environment
Application Process (Takes 20 Mins)
- Upload your resume.
- Complete an interview.
- Submit a short form.
Originally posted on LinkedIn
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