New Accounts Assessor

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

Job summary

A major beverage company in Leeds is seeking a New Accounts Assessor to manage account application processes. The role involves verifying applicant information while conducting financial analyses to ensure compliance with policies. Ideal candidates will have a background in assessing financial information, strong analytical skills, and the ability to build relationships. This position offers competitive salary with extensive benefits, including private medical options and life assurance, in a diverse and inclusive work environment.

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

Qualifications

• Previous experience in a similar credit role assessing financial information.
• Ability to work effectively in a fast-paced environment.
• Strong analytical, investigatory, and problem-solving skills.

Responsibilities

• Verify applicant information and assess key financial indicators.
• Carry out thorough risk assessments on new account applications.
• Build strong relationships with business partners.

Skills

Financial assessment

Customer relationship management

Analytical skills

Problem-solving

Negotiation

Tools

SAP

Excel

Job description

Location: Leeds, GB

Entity / company: Carlsberg Marston’s Brewing Company

New Accounts Assessor

Job Title: New Accounts Assessor

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

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 Britvic’s 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 depot’s 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 New Accounts Assessor, you will verify applicant information and assess key financial indicators like credit history and payment behaviour, ensuring compliance with account‑opening policies. Working closely with our Sales Teams, you’ll help deliver great customer experiences while minimising risk and driving business growth.

Role Responsibilities

• Ensure all documentation is complete and signed, enabling accurate searches and smooth processing.
• Carry out thorough risk assessments on new account applications, including financial analysis, compliance checks, and basic underwriting.
• Gather and interpret key information from multiple sources to support informed decisions.
• Prepare clear, structured referrals for management, presenting essential details concisely.
• Upload all new account documentation within 48 hours of authorisation to maintain accurate records.
• Build strong relationships with business partners and deliver exceptional service to internal and external customers.
• Uphold compliance with third‑party screening and GDPR policies.
• Make independent decisions where appropriate and proactively escalate issues with solutions.

Experience and Key Attributes

• Previous experience in a similar credit role assessing financial information.
• Ability to work effectively in a fast‑paced environment.
• Working knowledge of ERP (SAP), Excel.
• Ability to establish a rapport with customers and understand their needs.
• A strong eye for detail, with the ability to organise effectively and the confidence to challenge.
• Strong analytical, investigatory, and problem‑solving skills.
• Apply innovative and forward‑thinking solutions to improve processes and outcomes.
• Ability to negotiate effectively and influence key stakeholders to achieve the best risk outcome.

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 history’s, innovation of products and some of the UK’s 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.