Personal Finance Expert (UK)
Listing checked October 1, 2026 · pay as published by Micro1
Overview
micro1 seeks UK-based Personal Finance Experts to support a client project on household financial workflows and advisory tasks. You will apply your domain knowledge to train next-generation AI systems, helping models learn how to reason about ISAs, pensions/SIPPs, mortgages, and HMRC Self Assessment. No AI experience is needed. Your deep background in banking, wealth management, accounting, or tax planning is what matters. This remote contractor role pays $90 to $110 per hour.
What You'll Do6
- 1Work through real personal finance tasks like reviewing transactions, building budgets, and organizing accounts using securely connected UK bank accounts with all personally identifiable information removed.
- 2Provide expert guidance on UK-specific topics such as ISAs, pensions/SIPPs, mortgages, savings, and HMRC Self Assessment, writing clear and concise explanations.
- 3Evaluate AI-generated financial advice against set rubrics and give actionable feedback to improve model performance and reliability.
- 4Review financial documentation to show how UK consumers and their advisers handle filing deadlines, account types, and financial decisions.
- 5Help develop and refine evaluation rubrics and grading criteria for personal finance outputs.
- 6Keep up with regulatory changes in UK personal tax, pension, and savings legislation that affect project deliverables.
Requirements7
- 1Formal education in finance, accounting, economics, or a related field (degree or equivalent).
- 24+ years of hands-on experience in personal finance roles focused on UK household matters, including ISAs, pensions/SIPPs, mortgages, and Self Assessment.
- 3Professional background in banking, wealth management, financial advising/planning, accountancy, or tax planning, or experience running your own advisory or tax practice.
- 4Current residence in the United Kingdom with active UK-based personal or business bank accounts.
- 5Professional credentials such as CFP, DipPFS, FCA-authorised IFA, ACA, ACCA, CIMA, CTA, or ATT. Additional designations like CFA or CTP are a strong plus.
- 6Exceptional written communication skills with the ability to translate complex financial topics into accessible language.
- 7Experience with rubric-based evaluation or model output review in AI or related fields is desirable but not required.
Who Should Apply
This role suits UK-based finance professionals with at least four years of hands-on experience in personal finance, especially those holding credentials like CFP, DipPFS, ACA, ACCA, CTA, or ATT. You should be comfortable writing clear explanations about ISAs, pensions, mortgages, and HMRC Self Assessment. The ideal candidate has worked in banking, wealth management, financial advising, accountancy, or tax planning, and can critique AI-generated advice against rubrics. If you lack UK residency or active UK bank accounts, you will not pass the initial screen. Also, candidates who cannot demonstrate deep familiarity with UK-specific financial products and regulations often score low on fit, even if they have general finance experience.
Salary Insight
The role pays $90 to $110 per hour. This is a contractor position, so no benefits are included. The rate is clearly stated, and final compensation may depend on your specific credentials and experience.
Pay and demand for Financial Analysis & Planning roles
AggregatedTypical pay
$91/hour
This role
$90–$110/hr
Most Financial Analysis & Planning roles pay $80–$120 per hour. This role's pay falls inside that range.
Based on 50 similar roles that publish pay · 6 publish only a top rate; those count at the rate they gave
Rates shown per hour. Yearly and monthly pay converted; one-time fees and non-USD pay are not included.
- Live similar roles
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- Listed in last 30 days
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Hiring most right now: micro1 (17) · AfterQuery (12) · Mercor (9)
Most requested skills · share of roles
- financial analysis34%
- financial modeling34%
- accounting34%
- excel24%
Figures from Financial Analysis & Planning roles live on NearSkill when this page loaded. A role can close before you apply, so check the listing itself.
Compare your resume against these rolesLocation
Compensation
$90–110/hr
Required Skills
Application Tip
In your application, highlight your UK-specific expertise by naming exact products and regulations you have worked with, such as ISAs, SIPPs, or HMRC Self Assessment. Quantify your experience, for example '4+ years advising on UK pensions and mortgages', and list any relevant credentials like CFP or ATT. If you have done rubric-based evaluation or model review, mention it, even if it was informal.
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