Loans Investment Advisor

Carlsberg Marston's Brewing Company Limited; Leeds; On-site; GBP 80,000 - 100,000; Full time

Job summary

A prominent beverage company in Leeds is seeking a Loans Investment Advisor to serve as a contact for teams and customers, managing inquiries and proposals. You will conduct risk assessments, ensure compliance, and collaborate with various stakeholders. Candidates should possess CICM qualification or equivalent, with solid experience in financial evaluation and strong communication skills. This is a full-time, permanent position offering a competitive salary and extensive benefits including private medical options and monthly allowances.

Benefits

Competitive salary

Private medical options

Life assurance

Access to 24/7 GP services

Enhanced pension contribution

Generous holiday package

Qualifications

• Experience in assessing financial information in credit or lending roles.
• Ability to prioritize and manage tasks independently.
• Attention to detail in compliance checks and risk assessments.

Responsibilities

• Maintain relationships with internal and external customers.
• Complete risk assessments of loan proposals.
• Ensure compliance with statutory regulations and lending policies.
• Support internal stakeholders with loan applications and general queries.

Skills

Customer service

Risk assessment

Financial analysis

Organizational skills

Communications

Education

CICM Qualified or A Level Equivalent

Tools

ERP (SAP)

Microsoft 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.