Transactional Services Assistant
Transactional Services Assistant

Transactional Services Assistant

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

At a Glance

  • Tasks: Process invoices, reconcile statements, and support effective debt collection.
  • Company: Join South West Water, a leader in the UK water sector.
  • 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 difference in a role that supports a greener future.
  • Qualifications: Experience in Purchase/Sales Ledger and strong numeracy skills.

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

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.

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 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 sustainability and community engagement, we provide competitive salaries, flexible working options, and ample opportunities for professional growth, ensuring that our team members feel valued and empowered to make a meaningful impact.
Pennon Group

Contact Detail:

Pennon Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Transactional Services Assistant

✨Tip Number 1

Get to know the company inside out! Research South West Water and its values. When you understand their mission, you can tailor your conversations to show how you fit into their vision of a greener future.

✨Tip Number 2

Practice makes perfect! Before any interview, run through common questions and prepare your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your relevant experience.

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider knowledge and might even lead to a referral, which can significantly boost your chances of landing that job.

✨Tip Number 4

Don’t forget to follow up! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Transactional Services Assistant

Attention to Detail
Invoice Processing
Purchase Ledger
Sales Ledger
Reconciliation Skills
Microsoft Office Applications
Numeracy Skills
Verbal Communication Skills
Telephone Etiquette
Credit Control
Debt Collection
Analytical Skills
Team Collaboration
Flexibility Under Pressure

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 and Sales Ledger, as well as any relevant qualifications. We want to see how you can bring your unique flair to our team!

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. Share your motivation to learn and develop professionally, and don’t forget to mention your attention to detail and communication skills.

Showcase Your Skills: In your application, be sure to highlight your practical knowledge of Microsoft Office applications and your strong numeracy skills. We’re looking for someone who can handle pressure and work flexibly, so give us examples of how you've done this in the past!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us that you’re keen on joining our team at South West Water. Ready to make a splash? Let’s do this!

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. Bring examples of how you’ve reconciled accounts or processed invoices efficiently.

✨Master the Tech

Familiarise yourself with Microsoft Office applications, especially Excel, as it’s crucial for this role. If you have experience with KOFAX or similar invoice processing systems, make sure to highlight that. Being tech-savvy will show you’re ready to hit the ground running.

✨Communicate Clearly

Since you'll be responding to supplier queries, practice your verbal and written communication skills. Prepare to demonstrate how you handle difficult conversations or resolve discrepancies. A professional and courteous manner can set you apart from other candidates.

✨Show Your Team Spirit

This role requires collaboration with supervisors and team members. Think of examples where you’ve worked effectively in a team setting. Highlight your ability to analyse reporting outputs and suggest improvements, showing that you’re not just a team player but also a proactive contributor.

Transactional Services Assistant
Pennon Group

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