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Crossing Hurdles

Financial Advisor | Remote

United Kingdom
£90 – £110/hr
Posted about 20 hours ago
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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.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

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.

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Application Process

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  • Participate in resume evaluation & interview stage
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Location

United Kingdom

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