Portfolio Executive

Location; Wantage, Oxfordshire

Salary; £19000 - £25000 per annum

Pension & career progression

The Company 

Our client is an exciting energy solutions company who due to rapid growth are looking to hire a Portfolio Executive to their successful team. 

The role; 

As a Portfolio Executive you will be responsible for Procurement, Bill Validation, Finance Reporting, Metering and CRC for customers; 

Main responsibilities;

- Dealing with customer queries and requests in a professional and efficient manner.

- Maintaining the portfolio based on information provided by the customer and other third parties

- Assisting the Procurement team providing necessary information for utility contracts.

- Managing acquisitions and disposals for existing contracts.

- Processing utility billing

- Performing or contributing to regular validation runs to identify whether billing contains errors.

- Submitting regular batches of validated invoices to the customer to pay.

- Ensuring invoices are paid within terms, communicating remittance information to suppliers.

About you;

If you have good communication skills for dealing with customers you should have the following experience;


 - Ideally have familiarity with the utility industry and its terminology.

 - Have a mathematical and analytical skillset understanding for reporting.

 - Have excellent communication skills for dealing with customers, contractors and other team members.

 - Be self-motivated and able to work autonomously.

 - Skilled in the use of Microsoft Excel and computer literate.

 - Well-presented and professional.


Our client prides itself on staff loyalty and has been recognised for offering great career progression as well as an competitive benefits package; 

- Pension

- Holiday 

- Career progression

Commutable locations; 

Wantage, Grove, Didcot, Abingdon, Oxford, Wallingford, Cumnor, Headington, Cowley, Harwell, Faringdon, Chilton, Steventon

If you feel this role is for you and would like discuss in more detail please contact Dylan Lallier on 01235 608 455 or email dylan@plantrecruitment.co.uk