Portfolio Executive
- Graham Cole
- Aug 26, 2020
- 1 min read
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;
Required;
- 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.
Benefits;
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
Comments