UK Personal Finance Professional for AI Training

Role Overview

Apply UK personal finance expertise to help train and evaluate next-generation AI systems. You will provide practical, real-world input on how British households manage savings, pensions, mortgages, and personal taxes, helping improve the accuracy, reasoning, and relevance of AI-driven personal finance solutions. Prior AI experience is not required.

Key Responsibilities

• Complete personal finance workflow tasks, including transaction reviews, budgeting, and account organisation, using securely connected UK bank accounts with personally identifiable information redacted.
• Provide clear written guidance on UK-specific topics, including ISAs, pensions and SIPPs, mortgages, savings, and HMRC Self Assessment.
• Assess and critique AI-generated financial advice using defined rubrics, then deliver actionable feedback to improve model reliability and performance.
• Verify and review financial documents that demonstrate how UK consumers and advisers manage filing deadlines, account types, and financial decisions.
• Help develop and refine evaluation rubrics and grading criteria for personal finance outputs.
• Keep current with UK regulatory changes in personal tax, pension, and savings legislation that affect project deliverables.

Qualifications

• Formal education in finance, accounting, economics, or a related field, through a degree or equivalent experience.
• At least 4 years of hands-on experience in UK household personal finance, including ISAs, pensions and SIPPs, mortgages, and Self Assessment.
• Experience in banking, wealth management, financial advice or planning, accountancy, tax planning, or operating an advisory or tax practice.
• Strong experience with personal finance, financial document handling, rubric evaluation, and troubleshooting.
• Excellent written communication skills and the ability to explain complex financial subjects in accessible language.
• Experience reviewing model outputs or conducting rubric-based evaluations is desirable, but not required.
• Credentials such as CFP, DipPFS, FCA-authorised IFA, ACA, ACCA, CIMA, CTA, or ATT are valued. CFA and CTP designations are also a strong plus.

Work Terms

• Remote contract engagement.

Compensation

• $90 to $110 per hour.

Eligibility

• You must currently reside in the United Kingdom and maintain active UK-based personal or business bank accounts.

Application Process

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