Loans Investment Advisor

Carlsberg Group; Leeds; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading beverage company is seeking a Loans Investment Advisor to manage loan facilities and guide customers in funding opportunities. The role emphasizes risk assessment and compliance with company policies. Candidates should possess CICS qualifications and experience in financial analysis. This permanent full-time position is located in Leeds and offers a competitive salary along with a monthly product allowance, private medical options, life assurance, 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

High street discounts

Qualifications

• Experience in credit or lending role assessing financial information.
• Ability to work under pressure in a fast-paced organization.
• Experience prioritizing and planning daily tasks without supervision.

Responsibilities

• Maintain relationships with business partners and deliver excellent customer service.
• Complete full risk assessments of loan proposals.
• Ensure compliance with statutory regulations, internal policies, and GDPR.

Skills

Organisational skills

Attention to detail

Excellent verbal communication

Excellent written communication

Team collaboration

Education

CICM Qualified or A Level Equivalent

Tools

SAP

Office 365

Job description

Loans Investment Advisor

Job Title: Loans Investment Advisor

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
• Access to a range of high street discounts

Location: Leeds, GB

Carlsberg Britvic is the largest multi-beverage supplier in the UK and is home to some of the most iconic and popular beers and soft drinks, including Carlsberg Danish Pilsner, 1664, Poretti and Brooklyn, as well as ale favourites such as Hobgoblin and Wainwright. The soft drink portfolio includes J2O, Robinsons, Tango, London Essence and the licensed rights to the Pepsi portfolio in the UK, including Pepsi MAX, 7UP, Lipton Iced Tea and Rockstar Energy.

With a strong national footprint, the business includes 6 production facilities and 16 logistics depots servicing customers across the UK. The company remains committed to ensuring that our people succeed.

About the role:

As a Loans Investment Advisor, you will be the trusted point of contact for internal teams and external customers, guiding them through new funding opportunities and managing existing loan facilities. You will assess risk and deliver clear recommendations on loan proposals and renegotiations, ensuring every decision aligns with company policy and meets statutory compliance.

Role Responsibilities:

• Maintain cross-functional relationships with all Business Partners and deliver 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.
• Serve as a reference point for customers in regards to all loan enquiries.
• Ensure compliance with all statutory regulations, internal lending policy & procedures, Group audit, third-party screening procedures and GDPR policy.
• Support colleagues to ensure processing and review of all Indirect Investment proposals, liaising with 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 strong attention to detail
• Ability to prioritise and plan daily tasks without referral
• Working knowledge of ERP (SAP) and Office 365 is preferred
• Excellent verbal and written communication skills
• Experience in a fast-paced, demanding and results-driven organisation
• Ability to work as part of a larger team, contributing and delivering joint objectives as well as individual goals

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 – please let us know if you require any adjustments during the recruitment process.

Application Process:

We read applications continuously, and vacancies may be filled at any time, 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 its rich heritage, innovative products, and a portfolio of iconic brands. Carlsberg Britvic strives to deliver the best service to our customers and consumers. We aim to make a difference, bring together diverse companies, and offer opportunities for growth and learning.