We are sharing a specialised consulting opportunity for experienced UK personal finance professionals with expertise in banking, wealth management, financial planning, accounting, tax, pensions, and household financial workflows to contribute to advanced AI training and evaluation initiatives.

Selected professionals will complete realistic UK personal-finance workflows, evaluate AI-generated financial guidance, interpret financial documentation, and help refine assessment criteria across areas such as ISAs, pensions, SIPPs, mortgages, savings, and HMRC Self Assessment. No prior AI experience is required; practical UK personal-finance expertise is the primary qualification.

Key Responsibilities

UK Personal Finance Workflows

• Complete realistic household financial workflow tasks
• Review transactions, budgeting, and account organisation
• Apply professional judgement to UK personal-finance scenarios
• Evaluate savings, mortgage, and household financial decisions
• Explain financial reasoning clearly in written form

Tax, Pension & Savings Analysis

• Apply knowledge of HMRC Self Assessment
• Evaluate ISA, pension, and SIPP-related financial decisions
• Review savings and mortgage considerations
• Interpret relevant financial documentation
• Stay informed on UK tax, pension, and savings regulations

AI Financial Guidance Evaluation

• Review AI-generated personal-finance guidance
• Assess outputs against defined evaluation rubrics
• Identify inaccurate, incomplete, or misleading recommendations
• Evaluate whether guidance reflects UK financial rules and practices
• Provide concise and actionable feedback to improve output quality

Rubric & Evaluation Development

• Support development of personal-finance evaluation rubrics
• Refine grading criteria for complex financial scenarios
• Define standards for accuracy, completeness, and practical usefulness
• Identify edge cases requiring additional guidance
• Contribute professional judgement to assessment frameworks

Financial Documentation & Secure Workflow Review

• Verify and review household financial documentation
• Demonstrate how UK consumers and advisers manage financial records
• Complete approved workflows using securely connected UK bank accounts
• Ensure personally identifiable information is redacted before downstream use
• Apply strong privacy and documentation standards throughout project work

Ideal Profile

• Formal education in finance, accounting, economics, or a related discipline
• 4+ years of hands-on experience in UK personal finance
• Strong understanding of ISAs, pensions, SIPPs, mortgages, and savings
• Practical familiarity with HMRC Self Assessment
• Background in banking, wealth management, financial advising, financial planning, accountancy, or tax planning
• Experience operating an advisory or tax practice is also relevant
• Current residence in the United Kingdom
• Active UK-based personal or business bank accounts
• Strong ability to review and interpret financial documentation
• Exceptional written communication skills
• Ability to explain complex financial topics in accessible language
• Experience developing or applying structured rubrics is advantageous
• Experience reviewing AI or model-generated outputs is advantageous
• Professional credentials such as CFP, DipPFS, ACA, ACCA, CIMA, CTA, or ATT are highly valued
• FCA-authorised IFA experience is highly relevant
• CFA or CTP designations are also advantageous
• No prior AI-training or model-evaluation experience is required

Engagement Details

• Independent contractor engagement
• Remote
• United Kingdom-focused opportunity
• Compensation: $90–$110/hour
• Current residence in the United Kingdom is required
• Active UK-based personal or business bank accounts are required
• Work will involve household financial workflows, document review, AI-output evaluation, and rubric development
• Assignments may cover ISAs, pensions, SIPPs, mortgages, savings, and HMRC Self Assessment
• Secure connection of UK bank accounts may be required for approved workflow tasks
• Personally identifiable information must be redacted before any material is used downstream
• Contributors should remain current with UK personal-tax, pension, and savings regulations relevant to assigned work
• Project scope, evaluation criteria, and financial scenarios may evolve depending on project requirements
• Work must be completed without using confidential, proprietary, client-specific, account-identifying, or otherwise restricted financial information belonging to any employer, financial institution, client, or other third party

About the Platform

This opportunity is available through 24-MAG LLC. We connect experienced professionals with remote consulting opportunities across technical, evaluation, and project-based workstreams.

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