Personal Finance Expert – Remote

RemoteJobsOne; Chicago (IL); Remote; USD 124,000 - 152,000; Part time

Job summary

RemoteJobsOne is seeking a Personal Finance Expert (UK) for a fully remote contractor role. You will contribute to household financial workflows, tax planning, and pensions guidance, drawing on deep UK industry experience.

Your insights will help train AI systems and refine financial advice for UK households. Role emphasizes accuracy, clear communication, and staying updated on UK tax and savings legislation.

Qualifications

• Excellent written communication translating complex UK finance topics
• Experience with rubric-based evaluation or model output review (AI)
• Deep knowledge of UK personal finance concepts and taxation

Responsibilities

• Review UK personal finance work-flows and advise on ISA, pension, mortgage topics
• Provide high-quality feedback to improve AI model outputs
• Verify UK tax and pension guidance accuracy for users
• Contribute to development of evaluation rubrics and criteria

Skills

Written communication

AI evaluation

UK knowledge

Education

CFP

DipPFS

FCA-IFA

ACA

ACCA

CIMA

CTA

ATT

Job description

Personal Finance Expert (UK) – Remote (Worldwide)

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 customer's project focused on household financial workflows and advisory tasks. In this role, you'll 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. You'll 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

• 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.
• 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.
• Assess and critique AI-generated financial advice against defined rubrics, delivering actionable feedback to improve model performance and reliability.
• Verify and review financial documentation to illustrate how UK consumers and their advisers manage filing deadlines, account types, and financial decisions.
• Contribute to the ongoing development and refinement of evaluation rubrics and grading criteria for personal finance outputs.
• Stay informed on regulatory changes in UK personal tax, pension, and savings legislation that impact project deliverables.

Preferred Qualifications

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