Loans Investment Advisor in Leeds

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 (including bank holidays)
• Access to a range of high street discounts

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 of 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 histories, 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.