Personal Finance Expert – Remote

IMPORTANT: after you apply please check your email. We send you a link to complete your application it is not considered until that last step is done. If you do not see it check your spam folder.

This is a fully remote position open to candidates based in 55 countries including United States United Kingdom Canada Germany India France Netherlands Singapore.

Pay: $90$110/hr

Role Title: Personal Finance Expert (UK)

Role Type: Contractor

Location: Remote

We are engaging Personal Finance Experts (UK) to contribute to a customers project focused on household financial workflows and advisory this role youll apply your expertise to help train next-generation AI systems. Your work will shape how models learn reason and perform through high-quality real-world input. No prior experience in AI is required your domain knowledge is what matters. This opportunity is ideal for experienced professionals with deep roots in banking wealth management accounting or tax planning who can clearly communicate complex UK financial concepts. Youll deliver practical insights that reflect the way British households manage savings pensions mortgages and personal taxes playing a key role in refining the accuracy and relevance of AI-driven personal finance solutions.

Scope of Work

1. Complete real-world personal finance workflow tasks such as reviewing transactions budgeting and account organization using securely connected UK bank accounts with all personally identifiable information redacted.
2. Apply expert judgment to provide guidance on UK-specific personal finance topics including ISAs pensions/SIPPs mortgages savings and HMRC Self Assessment with clear and concise written explanations.
3. Assess and critique AI-generated financial advice against defined rubrics delivering actionable feedback to improve model performance and reliability.
4. Verify and review financial documentation to illustrate how UK consumers and their advisers manage filing deadlines account types and financial decisions.
5. Contribute to the ongoing development and refinement of evaluation rubrics and grading criteria for personal finance outputs.
6. Stay informed on regulatory changes in UK personal tax pension and savings legislation that impact project deliverables.

Preferred Qualifications

1. Formal education in finance accounting economics or a related discipline (degree or equivalent).
2. 4 years of hands-on experience in personal finance roles focused on UK household matters (ISAs pensions/SIPPs mortgages Self Assessment).
3. Professional background in banking wealth management financial advising/planning accountancy or tax planningor experience managing your own advisory or tax practice.
4. Current residence in the United Kingdom and active UK-based personal or business bank accounts.
5. Professional credentials such as CFP DipPFS FCA-authorised IFA ACA ACCA CIMA CTA ATT; additional designations like CFA or CTP are a strong plus.
6. Exceptional written communication skills with the ability to translate complex financial topics into accessible language.
7. Experience with rubric-based evaluation or model output review in AI or related fields (desirable but not required).

How to apply

Apply here with your profile. We will then email you a link to complete your application on the hiring platform your application is only considered once that final step is done.