LOCATION: PENRITH
With demand for our services continuing to grow an exciting opportunity has arisen for a Client Services Assistant to join our Dodd Wealthcare team.
With a friendly, approachable personality and an enthusiasm for the delivery of superb client care, you will be the all-important first point of contact for our clients and their interface with our team of Independent Financial Advisers.
Attentive at all times to the needs of clients, this varied role involves:
- Welcoming and assisting clients, as their initial point of contact
- Arranging appointments and the efficient management of diaries
- Preparing annual reviews, valuations, and essential documentation
- Liaising with product providers to gather current, accurate information
- Collating information and meeting packs for Advisers
- Processing new business applications and policy renewals
- Keeping client records and databases up to date so that they are accurate and complete at all times
The successful candidate will bring:
- Excellent communications skills - both written and verbal - with a genuine ability to listen
- Outstanding organisational skills and a proactive approach to managing tasks
- Flexibility and resilience when juggling competing priorities - the ability to meet deadlines and work accurately under pressure will be essential
- A meticulous eye for detail and a naturally inquisitive mindset
- Confidence working in a busy, regulated environment where compliance is key
- Strong IT skills, including the ability to use and interpret financial databases
Previous experience in a regulated, financial services environment is desirable, but not essential.
Closing date for applications Tuesday 30 September 2025.
Applications may close early with a sufficient number of applicants.
Interested?
To apply please complete our online application form here.
If you have any questions about the role please email hr@doddaccountants.co.uk
See our brilliant package of benefits below, which we're always adding to in order to make sure Dodds is THE best place to work!
Why choose a career with Dodd Wealthcare?
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| Flexible working |
Up to 30 days paid holiday PLUS Bank Holidays! | Training and development |
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| We have 'core hours' (10-12 and 2-4) but the rest of your hours can be worked when suits you between 7am and 7pm! | Plus the opportunity to build an additional 8 days of holiday with our flexible working system |
Tailored to you and your role, with a clear progression plan. Technical training to masters level and beyond |
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| Competitive Salary | Competitive pension contribution | Paid overtime | |||
| Reviewed annually for everyone |
Employer pension contribution of 5% | Paid at time / time and a half |
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| Remote working opportunities |
Health & wellbeing plan |
A calendar of regular social events | |||
| Giving you the balance and flexibility to work a mix of at home and in the office on a weekly basis |
For every member of the team, including access to valuable health and wellbeing services, savings from high street brands and cashback. Also, monthly massages and time off to give blood | Including quarterly drinks, a summer party, Christmas party, walking club, competitions, the list goes on |
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| Enhanced maternity/paternity leave | Paid professional subscription fee | ||||
| Additional maternity and paternity pay | One professional subscription fee paid per year |
