Finance Analyst

Position: Personal Finance Expert Type: Contract Compensation: $90 - $110/hour Location: Remote Commitment: 10-40 hrs/week Role Responsibilities

• Complete real-world personal finance workflow tasks, such as reviewing transactions, budgeting, and account organization.
• Apply expert judgment to provide guidance on UK-specific personal finance topics with clear and concise explanations.
• Assess and critique AI-generated financial advice against defined rubrics, delivering actionable feedback.
• Verify and review financial documentation to illustrate UK consumer financial management practices.
• Contribute to the 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. Requirements
• Formal education in finance, accounting, economics, or a related discipline.
• Have strong relevant experience in personal finance roles focused on UK household matters.
• Professional background in banking, wealth management, financial advising/planning, accountancy, or tax planning.
• Professional credentials such as CFP, DipPFS, FCA-authorised IFA, ACA, ACCA, CIMA, CTA, ATT; CFA or CTP are a plus.
• Exceptional written communication skills with the ability to translate complex financial topics into accessible language. Application Process
• Easy Apply on LinkedIn
• Check email for next steps
• Participate in resume evaluation & interview stage