Financial Operations Assistant – Grow with a Purpose

South West Water; Exeter; On-site; GBP 19,000 - 26,000; Full time

Benefits offered by this job

Holiday allowance + bank holidays

Discretionary bonus

Pension (contributory)

Share‑save scheme

Health benefits & wellbeing support

Group discounts

Cycle to Work scheme

Financial support services

Development and training opportunities

Job summary

South West Water in Exeter is seeking a highly organised Transactional Services Assistant to join our friendly Finance team. You will support invoices, payments, and financial postings across Accounts Payable and Sales Ledger, gaining exposure to a range of transactional finance activities.

The role suits someone with GCSEs, strong MS Office skills, and a proactive, detail‑oriented approach who can work independently within a small team and contribute to a high level of service.

Qualifications

• GCSE Grade C/4 or above in English and Maths (or equivalent).
• Experience using Microsoft Office applications, particularly Excel and Outlook.
• Excellent organisational skills and the ability to prioritise workloads effectively.
• Strong attention to detail and a commitment to accuracy.
• Excellent verbal and written communication skills.
• Ability to build positive working relationships with internal and external stakeholders.
• A proactive and flexible approach to work.
• Ability to work both independently and as part of a team.

Responsibilities

• Processing invoices and supporting documentation through our financial systems.
• Scanning, validating, and entering invoice information accurately.
• Handling supplier and customer queries via telephone, email, and correspondence.
• Supporting internal teams with payment and supplier-related enquiries.
• Creating invoices, credit notes, and financial postings within our finance systems.
• Processing customer card payments and maintaining accurate records.
• Assisting with journal preparation and posting.
• Supporting reconciliations and helping investigate discrepancies.
• Providing administrative support across the Transactional Services function.
• Working collaboratively within a small team to deliver excellent service to the business.

Skills

Excel

Outlook

Organisational skills

Attention to detail

Verbal communication

Written communication

Stakeholder relations

Independence & teamwork

Education

GCSE English & Maths (or equivalent)

Tools

Excel

Outlook

Job description

South West Water in Exeter is seeking a highly organised Transactional Services Assistant to join our friendly Finance team. You will support invoices, payments, and financial postings across Accounts Payable and Sales Ledger, gaining exposure to a range of transactional finance activities.

The role suits someone with GCSEs, strong MS Office skills, and a proactive, detail‑oriented approach who can work independently within a small team and contribute to a high level of service.