Transactional Services Assistant in Exeter
Transactional Services Assistant

Transactional Services Assistant in Exeter

Exeter Full-Time 30000 - 40000 £ / year (est.) No home office possible
Pennon Group

At a Glance

  • Tasks: Process invoices, manage supplier queries, and support effective debt collection.
  • Company: Join South West Water, a leader in the UK water sector with a green mission.
  • Benefits: Enjoy competitive salary, annual bonus, flexible working, and healthcare benefits.
  • Other info: Be part of a diverse team that values inclusion and personal growth.
  • Why this job: Make a real impact while developing your skills in a supportive environment.
  • Qualifications: Experience in Purchase/Sales Ledger and strong numeracy skills required.

The predicted salary is between 30000 - 40000 £ per year.

Powered by Water, Driven by Purpose. South West Water keeps the South West flowing with safe, reliable drinking water and wastewater services across some of the UK's most stunning landscapes. We're proud to be part of Pennon Group, a leader in the UK water sector, working towards a greener future.

Role Purpose

We are seeking a detail-oriented and motivated individual to join our Transactional Services team. This role is focused on delivering a high-quality service to the business, with key responsibilities including:

  • Scanning and processing high volumes of supplier invoices
  • Matching invoices against purchase orders and goods receipts
  • Responding to supplier queries via telephone and email
  • Completing supplier statement reconciliations
  • Raising sales ledger invoices across all group companies
  • Supporting effective debt collection processes

Key Responsibilities / Deliverables

  • Process invoices through various workflows, ensuring exceptions are resolved and invoices progress to payment
  • Scan and validate invoices using KOFAX into the invoice storage system
  • Reconcile supplier statements using available systems, both proactively and reactively
  • Prepare payment runs, ensuring all payments are validated and comply with strict audit requirements
  • Load wholesale invoices in line with schedules provided by finance
  • Collaborate with Transactional Services Supervisors to analyse reporting outputs, identify trends, risks, and opportunities for improvement
  • Reconcile and allocate incoming cash daily, posting to the sales ledger and resolving discrepancies
  • Perform monthly reconciliations of cash and sales ledger invoicing, including income streams such as Developer Services and Searches
  • Support cash flow optimisation through effective credit control and debt collection, following agreed escalation processes

Skills & Experience Required

  • Previous experience in Purchase Ledger and/or Sales Ledger
  • Ability to work flexibly and perform well under pressure
  • Practical knowledge of Microsoft Office applications
  • Strong numeracy skills
  • Good verbal communication skills
  • Professional and courteous telephone manner

Qualifications

Desirable: Relevant finance or accounting qualification (or working towards one)

About you

The successful candidate will be:

  • Motivated to learn new skills and develop professionally
  • Highly detail-oriented with a strong focus on accuracy
  • A clear and effective written communicator
  • A collaborative team player

Ready to make a difference? Join us as our Transactional Services Assistant and help create a workplace where people thrive. We believe in rewarding our people for their hard work and dedication. As our Transactional Services Assistant, you'll enjoy:

  • Competitive Salary - Based on experience and skills
  • Annual Bonus Scheme - Recognising company performance
  • Pension Scheme - Helping you plan for your future
  • Flexible Working Options - We value work-life balance and offer flexible hours and hybrid working where possible
  • Healthcare Benefits - Access to employee assistance programs
  • Employee Discounts - On various products and services
  • Generous Annual Leave - Take time to recharge with our holiday entitlement

Closing Date: Friday 1st May 2026. We may close this vacancy early if we receive a high volume of applications. We encourage you to apply as soon as possible. Please note that the successful candidate will be subject to a mandatory DBS check as part of the onboarding process.

Be yourself, we like it that way. Together, we will build a culture of belonging, where inclusion is instinctive. Diversity is our strength and a reflection of our communities. We care, we value everyone, we celebrate uniqueness.

Our core values, which are essential to our success, are:

  • Be Rock Solid - Build trust and be trusted. Be the one we all look to and can depend on.
  • Be You - We want you to bring your best every day. Be yourself and make your mark in your individual way.
  • Be the Future - Embrace change. Drive Progress. Own the challenge.

Transactional Services Assistant in Exeter employer: Pennon Group

South West Water is an exceptional employer, offering a dynamic work environment where employees can thrive while contributing to vital water services in the picturesque South West of the UK. With a strong commitment to employee development, competitive salaries, and flexible working options, we foster a culture of inclusion and collaboration, ensuring that every team member feels valued and empowered to make a meaningful impact. Join us to be part of a forward-thinking organisation dedicated to sustainability and community well-being.
Pennon Group

Contact Detail:

Pennon Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Transactional Services Assistant in Exeter

✨Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and role. Understand their values and how you can contribute to their goals. This will help you stand out and show that you're genuinely interested in being part of their team.

✨Tip Number 3

Practice your interview skills with friends or family. Get comfortable answering common questions and discussing your experience. The more you practice, the more confident you'll feel when it’s time to shine!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining our team!

We think you need these skills to ace Transactional Services Assistant in Exeter

Attention to Detail
Invoice Processing
Supplier Statement Reconciliation
Sales Ledger Management
Purchase Ledger Experience
Microsoft Office Applications
Numeracy Skills
Verbal Communication Skills
Professional Telephone Manner
Cash Flow Optimisation
Credit Control
Problem-Solving Skills
Collaboration
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous experience in Purchase Ledger or Sales Ledger, and don’t forget to showcase your attention to detail!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Transactional Services Assistant role. Mention your motivation to learn and how you can contribute to our team.

Showcase Your Communication Skills: Since good verbal and written communication is key for this role, make sure your application is clear and professional. Use a friendly tone but keep it concise and to the point!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets noticed by our hiring team. Plus, it shows you’re keen on joining us at South West Water!

How to prepare for a job interview at Pennon Group

✨Know Your Numbers

As a Transactional Services Assistant, you'll be dealing with invoices and financial data. Brush up on your numeracy skills and be prepared to discuss how you've handled similar tasks in the past. Being able to demonstrate your attention to detail with numbers will impress the interviewers.

✨Familiarise Yourself with the Role

Read through the job description thoroughly and understand the key responsibilities. Be ready to explain how your previous experience aligns with tasks like processing invoices and reconciling statements. This shows that you’re not just interested in the role but have done your homework.

✨Practice Your Communication Skills

Since you'll be responding to supplier queries, it's crucial to showcase your verbal and written communication skills. Consider practising common interview questions with a friend or family member, focusing on clarity and professionalism in your responses.

✨Show Your Team Spirit

Collaboration is key in this role, so be prepared to discuss examples of how you've worked effectively in a team. Highlight any experiences where you’ve contributed to group success or helped resolve conflicts, as this will resonate well with the company’s values.

Transactional Services Assistant in Exeter
Pennon Group
Location: Exeter

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