Generalist — Personal Finance Expert (UK)

Overview

engaging Generalist — Personal Finance Experts (UK) to participate in a short-term project focused on financial workflow and data evaluation. 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. Scope of Work Review and evaluate structured personal finance and tax workflow tasks relevant to the UK context. Analyze sample financial data, documents, and processes, following detailed instructions and guidelines. Apply rubric-based evaluation to assess workflow outputs and annotate results according to project criteria. Utilize Google Workspace tools (Gmail, Google Drive) for document sharing, task management, and feedback submission. Connect personal financial accounts securely via Plaid and provide relevant tax-related documents for project purposes, following PII sanitization processes. Contribute feedback and insights to improve the quality and realism of financial data used in AI model training. Participate in project discussions to clarify requirements and ensure deliverable accuracy. Preferred Qualifications Demonstrated financial literacy and a strong grasp of UK personal finance fundamentals. First-hand experience preparing and filing UK taxes, either independently or with assistance from a qualified professional. Proven ability to follow complex instructions and evaluate outputs against structured rubrics. Proficiency with Google Workspace (Gmail, Drive, Docs, Sheets) and comfort handling cloud-based document sharing. Experience with workflow evaluation, data annotation, quality review, RLHF projects, or similar structured assessment tasks is advantageous. Comfortable connecting personal financial accounts and sharing documentation through secure, project-specific channels. Strong attention to detail, analytical mindset, and ability to provide concise, actionable feedback.