Remote Contract UK Personal Finance, ISA/Pension & Wealth Advisory Specialist — Specialist Track

JB USA Recruiting is actively placing a remote Remote Contract UK Personal Finance, ISA/Pension & Wealth Advisory Specialist — Specialist Track ($90 - $110/hour) to support high-priority AI reasoning and domain benchmark initiatives. Strong practical fluency in Personal Finance, Finance Background, Document Handling, Rubric Evaluation is central to succeeding in this remote specialist engagement.

Scope of Work

• High attention to detail when reviewing technical or domain-specific documentation.
• Self-motivated and reliable within an asynchronous remote work environment.
• 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.

Ideal Candidate Profile

• Available Openings: 30 open positions
• Core Competencies: Personal Finance, Finance Background, Document Handling, Rubric Evaluation, Troubleshooting
• 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.

Pay & Remote Engagement Terms

• Compensation Rate: $90 - $110/hour (contract specialist remuneration)
• Work Arrangement: 100% Remote / Work From Home
• Eligible Remote Countries: United States, United Kingdom, Canada, Australia, New Zealand, Ireland, and South Africa
• Core Competencies: Personal Finance, Finance Background, Document Handling, Rubric Evaluation, Troubleshooting
• Hiring Agency: JB USA Recruiting

Direct Application Process: Click the Apply button on this page to proceed directly to our partner application portal and submit your profile for immediate consideration.