Wealth Transfer Specialist (Remote)
Posted Today by Keystone Recruitment
£100 Per hour
Undetermined
Remote
United Kingdom
Summary: The Wealth Transfer Specialist role is a remote position focused on enhancing financial intelligence systems through expertise in estate planning and wealth transfer. The specialist will evaluate AI-generated financial analyses and provide structured feedback based on real-world experience. Ideal candidates will have extensive knowledge in estate, trust, and tax-efficient strategies, along with strong analytical writing skills. This role offers flexible scheduling and is project-based, requiring approximately 10–20 hours of work per week.
Key Responsibilities:
- Review and evaluate AI-generated outputs related to estate and wealth transfer planning
- Assess strategies involving trusts, gifting structures, and tax-efficient asset transfers
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios
- Evaluate planning approaches for liquidity events, succession planning, and family governance
- Structure and annotate case-based planning scenarios for AI training
- Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations
- Collaborate with research teams to improve model accuracy in financial planning workflows
Key Skills:
- 5+ years of experience in wealth management, estate planning, trust advisory, private banking, or related fields
- Strong expertise in estate, gift, and transfer tax planning
- Experience advising clients on trust structures and intergenerational planning strategies
- Ability to review and interpret technical financial and legal documentation
- Strong analytical writing and structured feedback skills
Salary (Rate): £100 hourly
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Role: Wealth Transfer Specialist (Remote)
Location: 100% Remote (Global)
Compensation: USD 80-120 per hour
We are hiring on behalf of one of our clients for an experienced Wealth Transfer Specialist to support the development of advanced financial intelligence systems. This role involves applying real-world estate planning and wealth transfer expertise to evaluate and improve AI-generated financial analysis. The ideal candidate has hands-on experience advising clients on estate, trust, and tax-efficient wealth transfer strategies and is comfortable translating complex planning logic into structured, high-quality written feedback.
Key Responsibilities
- Review and evaluate AI-generated outputs related to estate and wealth transfer planning
- Assess strategies involving trusts, gifting structures, and tax-efficient asset transfers
- Provide expert feedback on estate tax, gift tax, and generation-skipping transfer tax scenarios
- Evaluate planning approaches for liquidity events, succession planning, and family governance
- Structure and annotate case-based planning scenarios for AI training
- Identify gaps, inconsistencies, or compliance risks in AI-generated recommendations
- Collaborate with research teams to improve model accuracy in financial planning workflows
Required Qualifications
- 5+ years of experience in wealth management, estate planning, trust advisory, private banking, or related fields
- Strong expertise in estate, gift, and transfer tax planning
- Experience advising clients on trust structures and intergenerational planning strategies
- Ability to review and interpret technical financial and legal documentation
- Strong analytical writing and structured feedback skills
Preferred Qualifications
- CFP®, CFA®, CPA, JD, or comparable professional experience
- Experience in multi-family office, RIA, or fiduciary advisory environments
- Familiarity with cross-border wealth transfer considerations
- Experience mentoring or reviewing financial planning strategies
Engagement Details
- Independent contractor engagement
- Fully remote with flexible scheduling
- Project-based or part-time (approximately 10–20 hours per week)
- Hourly compensation: $80–$120 depending on experience and scope
- Weekly payment via secure payment platforms
Applicants must be legally authorized to perform independent contractor services in their country of residence.
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