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- Tasks: Assist customers with financial queries and update issue logs while providing excellent service.
- Company: Reputable financial services firm in the heart of Edinburgh.
- Benefits: Competitive daily rate, supportive team environment, and valuable experience in finance.
- Why this job: Make a difference by helping vulnerable customers and gain hands-on experience in finance.
- Qualifications: Telephony experience in the financial sector and strong communication skills.
- Other info: Full-time role with potential for contract extension and career growth.
The predicted salary is between 30000 - 45000 £ per year.
A financial services firm in Edinburgh is seeking Customer Service Agents to support an exciting project. The role requires telephony experience within the financial sector and involves taking inbound calls, assisting vulnerable customers, and updating customer issue logs.
This is a full-time position on-site for an initial 3-month contract starting on January 26, 2026. Competitive salary of GBP 150 per day, payable via an umbrella company.
Onsite Financial Services Support Agent - Edinburgh employer: TipTopJob
Contact Detail:
TipTopJob Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onsite Financial Services Support Agent - Edinburgh
✨Tip Number 1
Make sure you brush up on your telephony skills before the interview. We all know that first impressions count, so practice answering calls and handling customer queries like a pro!
✨Tip Number 2
Familiarise yourself with common issues faced by vulnerable customers in the financial sector. This will show that you understand the role and are ready to provide the best support possible.
✨Tip Number 3
Don’t forget to prepare some questions for your interviewer! It shows you're genuinely interested in the role and helps us get to know you better.
✨Tip Number 4
Apply through our website for a smoother process. We want to make it easy for you to land this exciting opportunity, so don’t miss out!
We think you need these skills to ace Onsite Financial Services Support Agent - Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your telephony experience and any relevant roles in the financial sector. We want to see how your skills match what we're looking for, so don’t be shy about showcasing your customer service expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how you can help us support our customers. Keep it friendly and professional – we love a personal touch!
Showcase Your Communication Skills: Since this role involves assisting vulnerable customers, it’s crucial to demonstrate your strong communication skills. In your application, mention any experiences where you’ve successfully handled sensitive situations or provided exceptional support.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it helps us keep everything organised!
How to prepare for a job interview at TipTopJob
✨Know Your Financial Stuff
Brush up on your knowledge of financial services and common customer issues. Being able to discuss relevant topics confidently will show that you’re not just a customer service agent, but someone who understands the industry.
✨Practice Telephony Skills
Since the role involves taking inbound calls, practice your telephony skills. Role-play with a friend or family member to simulate real call scenarios, focusing on clarity, empathy, and problem-solving.
✨Show Empathy for Vulnerable Customers
Prepare examples of how you've assisted vulnerable customers in the past. Highlight your ability to listen actively and provide tailored support, as this is crucial for the role.
✨Be Ready to Log Issues
Familiarise yourself with how to document customer interactions effectively. During the interview, be prepared to discuss how you would update customer issue logs accurately and efficiently, as this is a key part of the job.
