个人财务专家（英国）
Personal Finance Expert (UK)
**薪资:** 每小时90-110美元（USD）。
职位名称：个人财务专家（英国）
职位类型：承包商
工作地点：远程
micro1 正在聘请个人财务专家（英国）参与一个专注于家庭财务流程和咨询任务的客户项目。在此职位中，您将运用专业知识帮助训练下一代人工智能系统。您的工作将影响模型如何学习、推理和执行，通过高质量的真实输入。无需人工智能相关经验——您的专业领域知识才是关键。此机会适合在银行、财富管理、会计或税务规划领域有深厚经验的专业人士，能够清晰地传达复杂的英国财务概念。您将提供实用的见解，反映英国家庭如何管理储蓄、养老金、抵押贷款和个人税务，在提高人工智能驱动的个人财务解决方案的准确性和相关性方面发挥关键作用。
**工作范围**
1. 完成真实世界的个人财务流程任务，例如审查交易、预算和账户整理，使用安全连接的英国银行账户，所有个人身份信息均已脱敏。
2. 运用专业知识对英国特定的个人财务主题提供指导，包括ISA、养老金/SIPPs、抵押贷款、储蓄和HMRC自我申报，提供清晰简洁的书面解释。
3. 评估并批评人工智能生成的财务建议，根据定义的标准提供可操作的反馈以提高模型性能和可靠性。
4. 验证和审查财务文件，说明英国消费者及其顾问如何处理提交截止日期、账户类型和财务决策。
5. 参与持续开发和改进个人财务输出的评估标准和评分标准。
6. 关注英国个人税收、养老金和储蓄立法的监管变化，这些变化会影响项目交付成果。
**优先资格**
1. 财务、会计、经济学或相关领域的正式教育（学位或同等学历）。
2. 在专注于英国家庭事务的个人财务岗位上有4年以上实际经验（如ISA、养老金/SIPPs、抵押贷款、自我申报）。
3. 在银行业、财富管理、财务咨询/规划、会计或税务规划领域有专业背景，或有管理自己的咨询或税务业务的经验。
4. 当前居住在英国，并拥有英国本地的个人或商业账户
查看英文原文
**Pay:** $90-$110 per hour (USD).
Role Title: Personal Finance Expert (UK)
Role Type: Contractor
Location: Remote
micro1 is 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**
1. 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.
2. 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.
3. Assess and critique AI-generated financial advice against defined rubrics, delivering actionable feedback to improve model performance and reliability.
4. Verify and review financial documentation to illustrate how UK consumers and their advisers manage filing deadlines, account types, and financial decisions.
5. Contribute to the ongoing development and refinement of evaluation rubrics and grading criteria for personal finance outputs.
6. Stay informed on regulatory changes in UK personal tax, pension, and savings legislation that impact project deliverables.
**Preferred Qualifications**
1. Formal education in finance, accounting, economics, or a related discipline (degree or equivalent).
2. 4+ years of hands-on experience in personal finance roles focused on UK household matters (ISAs, pensions/SIPPs, mortgages, Self Assessment).
3. Professional background in banking, wealth management, financial advising/planning, accountancy, or tax planning—or experience managing your own advisory or tax practice.
4. Current residence in the United Kingdom and active UK-based personal or business bank accounts.
5. Professional credentials such as CFP, DipPFS, FCA-authorised IFA, ACA, ACCA, CIMA, CTA, ATT; additional designations like CFA or CTP are a strong plus.
6. Exceptional written communication skills with the ability to translate complex financial topics into accessible language.
7. Experience with rubric-based evaluation or model output review in AI or related fields (desirable but not required).