Loans Investment Advisor — Strategic Funding & Risk

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

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.