Financial advisor Work, Jobs in Adlington, Lan (with Salaries)

Loan Analyst
Solutus Advisors —Chorley
- Full-time
- Microsoft Word
- Analysis skills
- Continuous improvement
- Free parking
- Health & wellbeing programme
Quick apply
13d
Customer Service Advisor
PayStream Accounting Services —Altrincham
- £30,000 a year
- Full-time
- Hybrid work
- Computer literacy
- Salesforce
- Computer skills
- Work from home
Quick apply
Business Operations & Accounts Coordinator
KYRA Medical Ltd —Tarleton
- Up to £33,000 a year
- Full-time
- CRM software
- Accounting
- In-person
Quick apply
7d
Business Operations & Accounts Coordinator
KYRA Medical, Ltd. —Tarleton
- Up to £33,000 a year
- Full-time
- CRM software
- Financial services
- In-person
- Free parking
Quick apply
2d
Tour Coordinator
OME for NST Travel Group —Blackpool
- Up to £26,694 a year
- Full-time
- Customer service
- Organisational skills
- In-person
- Annual leave
- Employee assistance programme
Quick apply
Service Manager
K Motors Ltd —Leyland
- £20 an hour
- Overtime
- Customer service
- Computer literacy
- Writing skills
- Free parking
- Profit sharing
Quick apply
Customer Service Advisor - Weekends
Davies —Preston
- Part-time
- Computer literacy
- Computer skills
- Employee assistance programme
- Employee discount
Quick apply
Financial Resilience Adviser - Leyland
Citizens Advice Lancashire West —Leyland
- £28,113 a year
- Part-time
- Mentoring
- Budgeting
- In-person
Quick apply
23h
Human Resources Coordinator
Halliwell Homes —Eccles
- £32,315 - £37,869 a year
- Full-time
- Master's degree
- Human resources
- Data entry
- Free parking
- Health & wellbeing programme
Quick apply
2d
Finance Officer - Projects
Liverpool City Council —Liverpool
- £40,777 - £46,142 a year
- Employee assistance programme
Financial Controller
Reliant TV (St Annes) Limited —Blackpool
- £50,000 - £60,000 a year
- Full-time
- Bachelor's degree
- In-person
- Accounting
- Employee discount
Quick apply
Customer Service Advisor (Full time)
Bensons for Beds —Burnley
- Microsoft Outlook
- Free parking
- Annual leave
8d
Bookkeeper
Cowgills —Bolton
- Communication skills
Quick apply
People Manager
Wigan & Leigh Hospice —Hindley
- £49,387 - £56,515 a year
- Full-time
- Hybrid work
- Management
- Continuous improvement
- Human resources
- Free parking
- Annual leave
Quick apply
1d
Change of Tenancy Advisor
Clear Business —Sale
- £25,870 - £29,000 a year
- Full-time
- Hybrid work
- CRM software
- Free parking
- Annual leave
Quick apply
Sales Assistant
Superdrug —Blackburn
- £9.75 - £13.00 an hour
- Customer service
- Communication skills
- Store discount
- Employee discount
15h
Assistant Manager, Resource Planner, Resource Management, Audit & Assurance
Deloitte —Manchester
- Hybrid work
- Mentoring
- Training & development
- Communication skills
Customer Service Advisor (Part time)
Bensons for Beds —Burnley
- Monday to Friday
- Time management
- Annual leave
- Employee discount
8d
Help Through Crisis Adviser Wyre
Citizens Advice Lancashire West —Wyre
- £28,113 a year
- Full-time
- Mentoring
- Budgeting
- Communication skills
- Free parking
- Work from home
Quick apply
1d
Restart Advisor Bolton
Ingeus —Bolton
- £28,325 a year
- Full-time
- Computer literacy
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
13d

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Loan Analyst

Solutus Advisors
Chorley

Quick apply

Job details

Permanent | Full-time
13 days ago

Benefits

Free parking
Health & wellbeing programme
Company events
Sick pay
On-site parking

Qualifications

Microsoft Word
Driving Licence
Stakeholder liaison
Financial reconciliation support
Internal department liaison
Analysis skills
Continuous improvement
Organisational skills
LMS
Communication skills
Time management
Analytics
Account reconciliation

Full job description

Solutus Advisors are are seeking a detail-oriented Loan Analyst to join the team on full time, permanent basis. The successful candidate will be responsible for the provision of day-to-day administration/servicing of Corporate and Commercial real estate loans ensuring all calculations, payments and borrower and lender communications are accurate whilst adhering to current processes. The position is suitable for candidates with a positive and diligent attitude and attention to detail.

This is an office based role and the location of our office is in Chorley.

Applications closing date: 30th September 2026

Key Tasks and Responsibilities

Boarding new loans onto the loan management system (LMS) as per loan Facility Agreements.
Create Loan interest calculation templates in Microsoft Excel for loans too complex to operate within the LMS.
Create periodic interest calculations from the LMS/Excel template and produce associated interest statements on each Interest Payment Date (IPD).
Preparation of payments from both borrower bank accounts and Solutus accounts, including upkeep of the payment tracker. These include both manual and online payments.
Daily monitoring of the Solutus bank accounts and weekly reconciliation of the GBP & EUR tracker accounts.
General loan administration duties including preparation of billing notices/remittance reports, rate setting and maintenance of LMS.
Calculation of Agency Fees and liaison with the Finance Dept. to arrange for associated invoices to be raised.
Maintenance of Loan IPD/Fee Diaries.
Maintenance of the Portfolio Database/Bank Account spreadsheets/Distribution Lists.
Preparation of periodic client reports using both LMS and Excel.
Calculation of Agency Fees and liaison with the Finance Dept. to arrange for associated invoices to be raised.
Liaising with Loan Managers, lenders, clients and relevant third parties with regards to loan accrual queries/administration/audits.
Working with the Management Team to provide ongoing improvement of the daily functions including any appropriate enhancement of the LMS.
Carry out a range of project related tasks.
Contribute towards the continual improvement of the various systems and processes within the Loan Operations Team.
Respond to both internal and external queries in a timely manner.
Support day-to-day activities of team to ensure accurate/timely delivery of services.
Other functions relating to the operation of the business as needed.

Essential Skills and Experience

Strong analytical skills.
High level of accuracy and attention to detail.
Positive and diligent attitude and commitment to complete tasks on time.
Proficiency in the use of MS Excel, Word and Outlook.
Good written and oral communication skills.
Effective time management and organisational skills.
Ability to work in a fast-paced environment, running multiple tasks under tight deadlines.

Desirable Skills & Experience

Loan administration/servicing in the financial services industry.
Knowledge of loan interest accruals.
Knowledge of electronic banking systems.
Strong interpersonal skills and an ability to create and manage effective relationships with colleagues and stakeholders.
Motivated to learn new skills and continue personal development.
Team Player and the ability to work independently.

This position offers an engaging environment for individuals eager to expand their knowledge while contributing to a reputable organisation. If your career aspirations align with this role then click 'Apply' and send us your up to date CV.

Job Types: Full-time, Permanent

Benefits:

Company events
Free parking
Health & wellbeing programme
On-site parking
Sick pay

Application question(s):

Do you have experience within a similar Loan Analyst role?
Are you happy commuting to our offices in Chorley, Lancashire?
Have you previously worked in finance?

Experience:

Loan Administration: 2 years (preferred)

Licence/Certification:

Driving Licence (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in adlington, lan

Loan Analyst

Customer Service Advisor

Business Operations & Accounts Coordinator

Business Operations & Accounts Coordinator

Tour Coordinator

Service Manager

Customer Service Advisor - Weekends

Financial Resilience Adviser - Leyland

Human Resources Coordinator

Finance Officer - Projects

Financial Controller

Customer Service Advisor (Full time)

Bookkeeper

People Manager

Change of Tenancy Advisor

Sales Assistant

Assistant Manager, Resource Planner, Resource Management, Audit & Assurance

Customer Service Advisor (Part time)

Help Through Crisis Adviser Wyre

Restart Advisor Bolton

I want to receive the latest job alerts for financial advisor in adlington, lan

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