Data enrichment — UK financial advice firms (contact details + one classification tag)

Posted yesterday

Worldwide

Summary

I have a spreadsheet of ~1,588 UK financial-advice firms (company name + website already filled). I need each row enriched with the firm's key decision-maker and their contact details, plus a single classification tag. This is manual web-research work — accuracy matters far more than speed, and guessed data will be rejected. Do not source mobile numbers — that is handled separately. For each row, fill these columns (do not reorder or delete rows) DM Name — the firm's primary decision-maker: founder, principal, managing director, or owning director. If several, choose the founder/most senior. DM Role — their exact title. LinkedIn — direct URL to that person's personal LinkedIn profile (not the company page). Email — their direct/named email. Named email strongly preferred over generic; only use a generic address if no named one exists, and mark it "(generic)". Landline — the firm's main office phone number from the website. Firm Type — VALIDATE — pick ONE from the dropdown, based on what the firm's website actually says it does (THIS IS CRUCIAL): IFA/Wealth — independent/retail financial advice, financial planning, or wealth management for individuals DFM — discretionary/investment management only, no retail advice Mortgage/Protection — mortgage, protection, or insurance advice only Institutional — serves companies/institutions, asset management, capital markets — not individuals Not advice — not a financial-advice firm (accountant, other) Unclear — website doesn't make it possible to tell Sources to use Firm's own website first, then the person's LinkedIn, then Companies House (free) for director names. Hard rules Never invent or guess. If a field genuinely can't be found, write "not found" — a blank or made-up value is an error. Email must belong to the firm's domain and be plausible; no personal Gmail/Hotmail substitutes. Firm Type must be filled for every row — this is required, not optional. Quality bar (enforced) Paid test batch of 50 rows first (2 days), before the full job is released. Quality checked on those. On full delivery I audit 20 random rows. More than 2 fabricated/wrong = batch returned for free correction. Full-file targets: DM Name ≥90%, direct email or LinkedIn ≥85%, landline ≥70%, Firm Type 100%. Format Return the same spreadsheet, columns filled, rows in original order. Milestone 1: the 50-row sample file provided with this post. Complete and return for quality review. Milestone 2: the full remaining ~1,538 rows, sent on approval of the test. Deadline Test batch: within 2 days of hire. Full file: within 7 days of test approval. Applicant screening questions: Have you enriched UK financial-services / B2B contact lists before? Briefly, your process and tools/sources? How do you find a director's direct email and confirm it's likely valid?

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Company Research
Data Entry
Activity on this job
  • Proposals:20 to 50
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since May 21, 2025
  • GBR
    Darlington8:08 AM
  • $549 total spent
    12 hires, 3 active

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