UK based B2B Financial Advisors Survey

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.

Responsibilities

• 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

Requirements

Employment status:

• Employed full-time

• Employed part-time

• Self-employed / business owner

Industry:

• Currently working in finance or financial services

Role:

• 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:

• Full discretion, shared decision-making, or advisory role in portfolio construction and investment selection

Role Details

• 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.

Contract and Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.

About Mercor

Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise.