Loans Investment Advisor

Carlsberg Marston’s Group.; Leeds; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading beverage supplier is seeking a Loans Investment Advisor in Leeds, responsible for guiding internal teams and external customers through funding opportunities. The role involves assessing risk, managing loan facilities, and ensuring compliance with company policies. The ideal candidate will have experience in credit assessment and strong communication skills. This position offers a competitive salary and an extensive range of benefits including a monthly product allowance and private medical options.

Benefits

Monthly product allowance – alcoholic & non-alcoholic options

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

• CICM Qualification or A Level Equivalent required.
• Previous experience in assessing financial information in a credit or lending role.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Maintain excellent customer service with all Business Partners.
• Conduct thorough risk assessments of loan proposals.
• Ensure compliance with statutory regulations and internal policies.

Skills

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

Excellent verbal and written communication skills

Tools

ERP (SAP)

365 Office

Job description

Loans Investment Advisor

Location: Leeds, GB

Entity / company: Carlsberg Marston’s Brewing Company

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

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 Loans Investment Advisor, you’ll be the trusted point of contact for both internal teams and external customers, guiding them through new funding opportunities and managing existing loan facilities. You’ll 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 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.