Personal Finance Expert (UK) (Micro1)

Personal Finance Expert (UK)

Contractor role, remote. The project covers household financial workflows and advisory tasks, and is part of training AI systems. Work involves real personal finance tasks using securely connected UK bank accounts.

Typical work: reviewing transactions, budgeting and account organisation; giving expert guidance on ISAs, pensions and SIPPs, mortgages, savings and HMRC Self Assessment; critiquing AI-generated financial advice against defined rubrics; reviewing financial documents; and helping refine evaluation criteria.

Who it suits

4+ years in UK household finance: ISAs, pensions and SIPPs, mortgages, Self Assessment
Living in the UK with active UK bank accounts, which are linked securely through Plaid (the platform says personal information is redacted before use)
Degree or equivalent in finance, accounting, economics or a related field
Credentials such as CFP, DipPFS, ACA, ACCA, CIMA, CTA or ATT preferred; CFA or CTP a plus

Skills

Personal finance Finance background Document handling Rubric evaluation Troubleshooting

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$0 after tax and fees, expected case

	Slow	Expected	Fast
Paid hours
Before tax
After tax and fees
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Slow assumes 60% of your expected paid hours, fast assumes 125%. The rate used for tasks is the fee, less unpaid tasks, divided by the time one task takes.

Personal Finance Expert (UK)

Who it suits

Skills

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