FreeAgent
Customer Service Specialist

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Department: Support
Location: Edinburgh
Compensation: £27,000 - £28,500 / year
Description
Our Support Team
We pride ourselves on our exceptional customer support, and to help us continue this we’re looking for customer service professionals who are interested in a career in fintech, to compliment and grow our experienced team. We invest in our people, providing in-house learning and development opportunities as well as support for further studies, to ensure we continue to meet our high standards and have a happy, diverse and high-performing team. ⭐️
The role
We are currently hiring to fill our Customer Service Specialist role.
Playing a key front-line role, you'll be a confident communicator who enjoys helping people. You'll have excellent organisational skills, enjoy getting the details right and have solid all round technical flair. Not afraid to shine, you'll enjoy the opportunity to communicate with our customers.
Day to day you’d be helping users by:
- assisting customers over the phone, live chat and email with the following:
- setting up subscriptions, refunds, free trials and other account related queries via email, live chat, and over the phone.
- dealing with account transfers and contacting (or chasing) the appropriate people for authorisation
- assisting customers in setting up their bank feeds within FreeAgent
- helping customers with logging in issues
- responding to queries regarding specialist area feature requests
- working closely with the technical team to diagnose and troubleshoot any potential bank feed issues and taking responsibility to inform users once they have been fixed
You 🙌
Ideally you’ll have:
- customer service experience; excellent listening skills and a passion for helping people
- a high level of self motivation
- excellent spoken and written communication skills
- good working knowledge of spreadsheets and attention to detail
- strong technical skills; be highly computer-literate and web-savvy
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.
Graduate Consultant — 2026 Scheme
Why you're a good match
StrongYour 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.
See breakdownIt 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.
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.
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.
Extra kudos / Bonus points if you 🏆
Have an understanding of Open Banking and bank feed integrations. Please apply even if you do not have this experience, we'd love to hear from you!
Our work life 👩🏽💻
We believe in a strong work-life balance, we don’t work long hours (35 hour working week), and we have a fabulous Edinburgh HQ expertly designed for collaboration including high-quality A/V equipment to provide a great experience for distributed teams.
At FreeAgent, we support each other and operate a no-blame culture. Our mindset is: work hard, be nice to people, and the rest will sort itself out!
Work pattern for this role
This is a permanent role (Monday to Friday, 9am to 5pm).
This role will be based in our Edinburgh office, with an initial training period of at least 6 months. However, after this training period is completed there will be an opportunity to adopt hybrid working, with an agreed pattern of 2 days from the office and 3 days at home each week. Working from home is second nature to us as we have been championing remote working for years.
One last thing, FreeAgent is moving house! 🏡
Next year we’ll be moving to our swanky new pad to the west of Edinburgh, with superb employee facilities and close to multiple transport links. We’ll share more details with you as you go through the hiring process.
Perks 🎁
Annual starting salary of £27,000 - £30,000 per annum depending on experience, with room to progress to £34,000 within the role, and beyond over the duration of your time at FreeAgent.


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Our starting salaries typically leave some opportunity for growth within the band as salaries are linked to performance expectations to nurture our culture of fairness, learning and development.
We pride ourselves on creating a fantastic place to work, including (but not limited to!) the following:
- 33 days holiday (and an extra day for each year you're with us)
- Flexible/hybrid working
- Private health care
- Life assurance
- 5% matched pension contributions
- Summer 4 day weeks (giving you 8 additional days off!)
- Buy-as-you-earn share schemes
- Sabbatical leave (unpaid)
- Cycle to work scheme
- Wellness webinars
- Focused learning time and learning budgets
- Volunteering day
Tempted to apply? Please read over the hiring process for this role so you know what to expect.
FreeAgent is an equal opportunities employer, and we invest in our people and culture to ensure we have a happy, diverse and high-performing team. We strongly encourage applications from people with varied backgrounds and perspectives. All applicants are considered for employment without attention to ethnicity, religion, sexual orientation, gender identity, age, disability, family or parental status.
We hope the detail in our job advertisements is informative but not limiting. Research shows, and we’ve observed, that underrepresented groups are less likely to apply for a role without meeting all of the criteria listed. If this feels relatable we’d encourage you to apply, even if you think there may be areas for development.
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