Client Services Assistant

2 weeks ago


Penrith, United Kingdom Dodd & Co Services Limited Full time

**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
- Keeping client records and databases up to date so that they are accurate and complete at all times
- 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.

**Applications may close early with a sufficient number of applicants.



  • Penrith, United Kingdom Dodd & Co Wealthcare Limited Full time

    **With demand for our services continuing to grow an exciting opportunity has arisen for a Client Services Assistant to join our Dodd Wealthcare team in either Carlisle or Penrith.** 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...


  • Penrith, United Kingdom Armstrong Watson Full time

    A leading accountancy and business advisory firm in Penrith seeks a Business Services Manager to manage a diverse client portfolio, ensuring exceptional service and team collaboration. Responsibilities include completing financial statements, overseeing assistants, and attending client meetings. Applicants should be ICAS, ACA, or ACCA qualified with...

  • Services Assistant

    1 week ago


    Penrith, United Kingdom Sainsburys Full time

    **Location** - Penrith Store, Sainsbury's Supermarkets Ltd 1 Common Garden Square, Penrith, CA11 7FG **Hours** - Part-time **Contract-Type** - Fixed-Term Assignment **Rate** - £11.00 per hour **Areas of business** - Retail **Job ID** - 220432 Love food, variety and helping people? Joining our team as a Services Assistant could be the role for you! As...

  • Services Assistant

    2 weeks ago


    Penrith, United Kingdom Sainsbury's Full time

    **Services Assistant**: **Rate**:£12.45 per hour** **Location**:Penrith Store, Penrith, CA11 7FG** **Hours**:Part time, 20 hours per week** **Contract type**:Permanent** **Business area**:Retail** **Closing date**:24 May 2025** **Requisition ID**:306333**: **Working in our stores**: Our stores are fast-paced environments where no two days are ever the same...

  • Client Advisor

    2 weeks ago


    Penrith, United Kingdom Marsh Full time

    We are seeking a talented individual to join our Commercial team at Marsh Commercial. This role will be based in Penrith. This is a hybrid role that has a requirement of working at least three days a week in the office. The Commercial Client Advisor will be part of an established and client-focused broking team, working on a variety of complex commercial...


  • Penrith, Cumbria, United Kingdom EMG Solicitors Full time £25,000 - £40,000 per year

    A little bit about us:​EMG Solicitors is an award winning Legal 500 law firm with offices across the North but acting nationally, specialising in Court of Protection, Deputyships, Mental Health Law, Family Law and Mediation, Residential Conveyancing, Dispute Resolution, Employment Law, Education Law and Wills, Trusts & Probate services.​Our mission is to...


  • Penrith, United Kingdom EG Group Full time

    **Role**: Customer Service Assistant **Location**: Penrith, CA11 8JB **Hours**: Part-Time / Full-Time Hours Available / Permanent **Hourly Rate**: £10.05 above 18 **Bonus Scheme**: Quarterly Bonus Incentive! **Company**: EG Group We are looking for friendly and dedicated Sales Assistant who can provide outstanding customer service to join our...


  • Penrith, Cumbria, United Kingdom Avanti West Coast Full time £34,942 per year

    Posted 01 December 2025Salary £34,342 after full trainingLocationPenrithJob type Permanent - Full TimeReference037032Job FunctionStations TeamOur stations team at Penrith are looking for enthusiastic individual to join as a Customer Service Assistant - Platforms - Multifunctional.At Avanti West Coast it is our mission to be the transport of choice,...

  • Catering Assistant

    2 weeks ago


    Penrith, United Kingdom Mellors Catering Services Full time

    **CATERING ASSISTANT- PRIMARY SCHOOL - TERM TIME** Mellors Catering Services is the first choice contract caterer in the north for catering in the business, industry and education sectors. From food on the plate to design and turn key project management of new catering developments, Mellors brings commercial experience and local resources to your...


  • Penrith, United Kingdom Cumbria Admin Services Full time

    We are looking for the right person to fit our team. We are not just a bookkeeping service, we offer integrated services and value to all our clients, we grow our relationships and have a professional and friendly approach. - using Quickbooks, Xero and Sage accounting packages; - accounts preparation, VAT returns, excel; - be organised, calm and patient; -...