Remote Personal Finance Expert (UK) — AI Research & Domain Evaluation

Join ZR Talent Group's remote specialist network as a Remote Personal Finance Expert (UK) — AI Research & Domain Evaluation earning $90 - $110/hour. Working asynchronously from anywhere in the US, UK, Canada, Australia, New Zealand, Ireland, or South Africa, you will apply your practical background in Personal Finance, Finance Background, Document Handling, Rubric Evaluation to benchmark frontier artificial intelligence models, identify failure modes, and elevate domain-specific accuracy.

Prior experience building machine learning systems is not required—our research partners value authentic practitioner judgment, domain rigor, and clear analytical writing.

Key Responsibilities & Deliverables

• 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 model-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.

Required Qualifications & Technical Criteria

• Demonstrated professional or advanced academic background in Personal Finance, Finance Background, Document Handling, Rubric Evaluation.
• Strong analytical writing and critical evaluation skills in English.
• Self-directed work ethic suited for an asynchronous, 100% remote research environment.

Preferred Experience & Bonus Attributes

• 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.
• Practical background using rubric-based evaluation or model output review in AI or related fields (desirable but not required).

Compensation, Remote Eligibility & Schedule

• Compensation Band: $90 - $110/hour
• Work Model: 100% Remote / Work From Home with flexible asynchronous scheduling
• Eligible Remote Locations: United States, Canada, United Kingdom, Australia, New Zealand, Ireland, and South Africa
• Current Openings: 30 active specialist positions
• Hiring Organization: ZR Talent Group
• Core Skills & Technologies: Personal Finance, Finance Background, Document Handling, Rubric Evaluation, Troubleshooting