UK based B2B Financial Advisors Survey
Mercor • Remote • Posted 29 days ago
Education
Any
Type
Pay Rate
$100/task
Posted
29d ago
✅ Applying through this link gives you a verified candidate referral.
Referrals from verified candidates give your profile a visibility boost and help support our platform at no cost to you.
This position is hosted on an external talent platform. Please only apply for this position if it fits your skills and interests.
About this Role
Mercor is seeking qualified UK-based B2B Financial Advisors Individuals working in financial advisory, wealth management, or financial consulting roles serving business clients) to participate in a short insight study. You will complete a 45-minute survey that includes audio responses and multiple-choice questions. All work is submitted through a secure platform, and verification ensures one submission per person.
Provide accurate financial and client-facing insights based on your professional experience
Location Requirements
Mercor is seeking qualified UK-based B2B Financial Advisors
Responsibilities
Requirements
Employment status
Industry
Role
Type of firm
Investment responsibilities
Client and investment involvement
Decision-making involvement
Role Details
Mercor is seeking qualified UK-based B2B Financial Advisors Individuals working in financial advisory, wealth management, or financial consulting roles serving business clients) to participate in a short insight study. You will complete a 45-minute survey that includes audio responses and multiple-choice questions. All work is submitted through a secure platform, and verification ensures one submission per person. Provide accurate financial and client-facing insights based on your professional experience Record brief audio responses and complete multiple-choice questions Submit all materials by the deadline Employment status: Employed full-time Employed part-time Self-employed / business owner Financial Advisor Financial Planner Investment Adviser Private Banker Wealth Manager Investment Specialist / Strategist Type of firm: Private Bank Retail Bank Insurance company Asset manager Discretionary Fund Manager Multi-manager / Fund-of-Funds Single family office / Multi-family office Fund Platform Independent Financial Advisers Investment responsibilities: Able to research, select, or recommend funds from multiple asset management providers Experience working either with: A predefined investment platform / approved fund list, or Open architecture across multiple providers Client and investment involvement: Directly interface with clients to support investment decisions May also contribute to: Fund research and due diligence Development of preferred or buy-rated fund lists Portfolio construction or model development Decision-making involvement: One-time engagement — 45 minutes Fully remote, completed via a secure online platform Includes audio responses and multiple-choice questions Deadline: Sunday, March 29th EoD PST Compensation: Fixed $100 payment upon verified completion We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.
- Provide accurate financial and client-facing insights based on your professional experience
- Record brief audio responses and complete multiple-choice questions
- Submit all materials by the deadline
- Employed full-time
- Employed part-time
- Self-employed / business owner
- Currently working in finance or financial services
- Financial Advisor
- Financial Planner
- Investment Adviser
- Private Banker
- Wealth Manager
- Investment Specialist / Strategist
- Private Bank
- Retail Bank
- Insurance company
- Asset manager
- Discretionary Fund Manager
- Multi-manager / Fund-of-Funds
- Single family office / Multi-family office
- Fund Platform
- Independent Financial Advisers
- Able to research, select, or recommend funds from multiple asset management providers
- Experience working either with:
A predefined investment platform / approved fund list, or
Open architecture across multiple providers
- A predefined investment platform / approved fund list, or
- Open architecture across multiple providers
- A predefined investment platform / approved fund list, or
- Open architecture across multiple providers
- Directly interface with clients to support investment decisions
- May also contribute to:
Fund research and due diligence
Development of preferred or buy-rated fund lists
Portfolio construction or model development
- Fund research and due diligence
- Development of preferred or buy-rated fund lists
- Portfolio construction or model development
- Fund research and due diligence
- Development of preferred or buy-rated fund lists
- Portfolio construction or model development
- Full discretion, shared decision-making, or advisory role in portfolio construction and investment selection
- One-time engagement — 45 minutes
- Fully remote, completed via a secure online platform
- Includes audio responses and multiple-choice questions
- Deadline: Sunday, March 29th EoD PST
- Compensation: Fixed $100 payment upon verified completion
Requirements
- Must be eligible to work in Remote
- Fluent proficiency in English (Written & Verbal)
- Reliable high-speed internet connection
- Bachelor's degree or equivalent professional experience
- Demonstrated expertise in Finance
Compensation Analysis
This role offers a powerful combination of high income ($100/hr) and total flexibility. Unlike traditional contracting, you generally set your own hours. It is an ideal "second stream" of income for professionals who want to stay sharp in their field while gaining exposure to the booming AI industry.
Skills & Categories
Explore other opportunities in related specializations:
Related Jobs
Financial Analyst — AI Training Expert (Python & Modeling)
alignerr • Finance
$110
Finance & Python Expert — AI Model Quality Reviewer
alignerr • Finance
$110
Financial Modeling Expert — Teach AI to Think Like an Analyst
alignerr • Finance
$110
Finance Subject Matter Expert — AI Model Reviewer
alignerr • Finance
$110
Browse All Jobs from Mercor
Discover more opportunities on Mercor that match your skills and interests.
View All Mercor Jobs →Community Reviews
Leave your review
Frequently Asked Questions
Is this for freelancers or full-time employees?
Both. Mercor tries to match you with clients who want long-term contractors. Unlike other platforms where you log in and grab small tasks, Mercor matches you with one company for a steady role (e.g., 'Python Tutor for 3 months').
I'm not comfortable on camera. Can I still apply?
No. The application requires a video interview with an AI avatar. The AI asks you questions about your resume, and the video is shared with potential clients to prove your communication skills.
Does it cost money to join?
No. You should never pay to join these platforms. Mercor makes money by charging the client a fee on top of your hourly rate.
Is this traditional consulting?
Not exactly. You act as a "Teacher" for advanced AI. Instead of client deliverables, you are given complex scenarios to evaluate. You grade the AI's logic, correct its hallucinations, and provide expert-level reasoning. Your job is to train the model to think like you do.
Why is the pay so high?
This role requires deep, verified expertise. General knowledge isn't enough; the model is specifically being trained on "edge cases"—the rare, difficult, or highly technical nuances that only a senior professional would know.
What is the workload like?
This is cognitive, deep work. Unlike simple data labeling, you might spend 45-60 minutes on a single task, researching citations or verifying complex calculations. Quality is prioritized over speed.
How soon will I start?
Important: Mercor is a talent marketplace, not a task queue. Applying puts you in a pool of candidates. You will only start working when a specific client (like a major AI lab) selects your profile. This matching process can take weeks.