Loans Investment Advisor

Frontpage; Leeds; On-site; GBP 30,000 - 40,000; Full time

Job summary

A major beverage supplier in the UK is seeking a Loans Investment Advisor to guide clients through new funding opportunities and manage loan facilities. The successful candidate will assess risks, deliver clear recommendations on loan proposals, and maintain relationships with internal and external parties. Ideal candidates should have CICM qualifications and experience in credit or lending roles. This full-time position offers a competitive salary with extensive benefits including private medical options and a company bonus scheme.

Benefits

Monthly product allowance

Private Medical options

Life Assurance

Company bonus scheme

Access to 24/7 GP services

Enhanced pension contribution

Generous holiday including bank holidays

Access to high street discounts

Qualifications

• Must be CICM qualified or have an A Level equivalent.
• Demonstrated experience in assessing financial information.
• Exceptional attention to detail and organizational skills.

Responsibilities

• Maintain relationships with all Business Partners.
• Conduct full risk assessments of loan proposals.
• Serve as a reference point for customer loan inquiries.
• Ensure compliance with statutory regulations and internal policies.
• Support processing and review of Indirect Investment proposals.
• Assist stakeholders with ongoing loan applications and accounting issues.
• Attend Pricing Board and Sales Teams meetings as needed.

Skills

CICM Qualified or A Level Equivalent

Previous experience in a similar credit or lending role assessing financial information

Organizational skills with a strong attention to detail

Ability to prioritize and plan daily tasks without referral

Working knowledge of ERP(SAP) 365 Office

Excellent verbal and written communication skills

Experience in a fast-paced, demanding environment

Team player contributing to joint objectives

Tools

ERP(SAP)

Microsoft Office 365

Job description

Job Title: Loans Investment Advisor

Location: Leeds LS25

Job Length: Permanent Full Time

Competitive Salary with extensive benefits :

• Monthly product allowance alcoholic & non-alcoholic options available
• Private Medical options
• Life Assurance
• Company bonus scheme
• Access to 24 / 7 GP services
• Enhanced pension contribution
• Generous holiday (inc bank holidays)
• Access to a range of high street discounts

Carlsberg Britvic is the largest multi-beverage supplier in the UK and is home to some of the most iconic and popular beers & soft drinks including Carlsberg Danish Pilsner 1664 Poretti and Brooklyn to ale favourites such as Hobgoblin and Wainwright. For soft drinks Carlsberg Britvics brands include J2O Robinsons Tango and London Essence along with the licence rights to the Pepsi portfolio in the UK including Pepsi MAX 7UP Lipton Iced Tea and Rockstar Energy.

With a strong national footprint the Carlsberg Britvic business includes 6 production facilities and 16 logistics depots servicing customers up and down the UK. As these two historical businesses have come together the one common goal remains and that is ensuring our people succeed.

About the role

As Loans Investment Advisor youll be the trusted point of contact for both internal teams and external customers guiding them through new funding opportunities and managing existing loan facilities. Youll play a key role in assessing risk and delivering clear recommendations on loan proposals and renegotiations ensuring every decision aligns with company policy and meets full statutory compliance.

Role Responsibilities

• Maintain cross functional relationships with all Business Partners and demonstrate excellent customer service to both internal and external customers.
• Complete full risk assessments of loan proposals including analysis of searches financial analysis compliance checks and review of relevant experience.
• Be a reference point for customers in respect for all loan enquiries.
• Ensure compliance with all statutory regulations internal lending policy & procedures alongside Group audit third party screening procedures and GDPR policy.
• Support colleagues to ensure processing and review of all Indirect Investment proposals liaising with the sales teams to ensure compliance with the approved workflow.
• Provide support for internal stakeholders with any ongoing loan applications renegotiations accounting issues and general queries.
• Attend occasional Pricing Board and Sales Teams meetings.

Experience and Key Attributes

• CICM Qualified or A Level Equivalent
• Previous experience in a similar credit or lending role assessing financial information
• Organisational skills with a strong attention to detail
• Ability to prioritise and plan daily tasks without referral
• Working knowledge of ERP(SAP) 365 Office is preferred
• Excellent verbal and written communication skills
• Have worked in an organisation which is fast paced demanding and results driven
• Working as part of a larger team contributing and delivering joint objectives as well as individual

Our commitment to diversity equity & inclusion

We welcome applications from people of all backgrounds identities and experiences - including those of different races ethnicities genders sexual orientations ages abilities religions and socioeconomic statuses. We actively seek to create a safe and inclusive environment for all of our colleagues where diverse perspectives are welcomed and inclusive practices are embedded in everything we do.

We are happy to support accessibility needs to ensure a fair and equitable experience for all candidates so please do let us know if you require any adjustments during the recruitment process.

Application Process

We read applications continuously and vacancies may be filled anytime so please apply as early as possible.

We look forward to receiving your application.

This is an exciting time to join our newly formed business with their incredible individual historys innovation of products and some of the UKs most iconic brands Carlsberg Britvic strives to deliver the best service to our customers and consumers. We aim to make a difference bringing together two diverse companies our global reach enables opportunity growth and a chance to work with some fantastic people.

Required Experience: Unclear Seniority

Key Skills: Close Protection,Commercial,FIDIC,Indoor Sales,E-Commerce

Employment Type: Full-Time

Experience: years

Vacancy: 1