CONTRACTORRemoteActive
Personal Finance Expert (UK)
micro1 is engaging Personal Finance Experts (UK) for a customer project focused on household financial workflows and advisory tasks. Experts will apply UK personal finance knowledge to real-world workflows, evaluate AI-generated financial advice, review financial documentation, and help refine evaluation rubrics for next-generation AI systems. No prior AI experience is required.
Salary
USD90 - USD110 / hour
Department
AI Research & Evaluation
Experience
4+ years of hands-on experience in UK personal finance, particularly involving ISAs, pensions/SIPPs, mortgages, and HMRC Self Assessment, with a professional background in banking, wealth management, financial advising/planning, accountancy, or tax planning
Curated by Farooq77 Jobs
Role fit snapshot
- Engagement
- Remote contractor | micro1 application platform
- Experience
- Minimum recorded experience: 4+ years of hands-on experience in UK personal finance, particularly involving ISAs, pensions/SIPPs, mortgages, and HMRC Self Assessment, with a professional background in banking, wealth management, financial advising/planning, accountancy, or tax planning
- Core expertise
- AI Research & Evaluation | Personal finance | Finance background | Document handling
- Geographic eligibility
- Not specified beyond Remote
- Listing dates
- Posted 2026-10-02 | Valid through 2026-11-01
- Compensation
- Recorded compensation: $90-$110/hour
Responsibilities
- Complete real-world UK personal finance workflow tasks including transaction review, budgeting, and account organization
- Provide expert guidance on UK-specific topics including ISAs, pensions, SIPPs, mortgages, savings, and HMRC Self Assessment
- Assess and critique AI-generated financial advice against defined rubrics
- Review financial documentation and real-world household financial workflows
- Contribute to the development and refinement of evaluation rubrics and grading criteria
- Stay informed on UK personal tax, pension, and savings regulatory changes relevant to project work
Skills
Personal financeFinance backgroundDocument handlingRubric evaluationTroubleshootingUK financial systemsUK personal taxationPensions and SIPPsISAsMortgagesHMRC Self AssessmentFinancial advice evaluationWritten communication
Requirements
- Formal education in finance, accounting, economics, or a related discipline, or equivalent experience
- 4+ years of hands-on UK personal finance experience
- Professional background in banking, wealth management, financial advising/planning, accountancy, tax planning, or a related advisory practice
- Current residence in the United Kingdom
- Active UK-based personal or business bank accounts
- Strong knowledge of UK household financial matters including ISAs, pensions/SIPPs, mortgages, and Self Assessment
- Professional credentials such as CFP, DipPFS, FCA-authorised IFA, ACA, ACCA, CIMA, CTA, or ATT are relevant
- Exceptional written communication skills with the ability to explain complex financial concepts clearly
- Experience with rubric-based evaluation or AI/model output review is desirable but not required
Before you apply
- Confirm that your location is eligible for the role.
- Confirm the employment or contract type.
- Verify the current compensation at the official source.
- Review the required skills and experience.
- Check that the listing is still open before applying.
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