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For Companies At a Glance
- Tasks: Create high-quality RFP responses while managing tight deadlines and collaborating with various teams.
- Company: Join a leading investment firm known for its innovative approach and commitment to excellence.
- Benefits: Enjoy competitive pay, potential remote work options, and opportunities for professional growth.
- Why this job: Be part of a dynamic team that values creativity and strategic thinking in the finance sector.
- Qualifications: 5+ years in proposal writing, strong financial services knowledge, and excellent communication skills required.
- Other info: Familiarity with proposal tools like Dasseti or Qvidian is a plus.
The predicted salary is between 48000 - 72000 £ per year.
A leading investment firm is seeking an experienced RFP Writer/Manager to join its Distribution team. You'll drive the creation of high-quality responses to RFPs, RFIs, and DDQs, ensuring outputs reflect the firm’s capabilities and meet client expectations. This role blends strategic thinking, content creation, and project coordination.
Key Responsibilities
- Manage – Oversee end-to-end delivery of proposal responses for UK and international clients.
- Write – Create accurate, engaging content using data, technology, and AI tools.
- Collaborate – Work with investment, compliance, operations, and marketing teams to gather and verify input.
- Maintain – Keep proposal databases current and optimised.
- Deliver – Meet tight deadlines without compromising quality or consistency.
- Support – Contribute to strategic initiatives in new markets and service areas.
- Track – Maintain accurate records to support workflow and content governance.
About You
- 5+ years' experience in proposal writing within investment or wealth management.
- Strong understanding of financial services and products; ESG knowledge a plus.
- Excellent written communication and attention to detail.
- Skilled in gathering and translating technical input into compelling content.
- Confident working cross-functionally and managing competing deadlines.
- Familiarity with proposal tools and distribution processes (e.g., Dasseti, Qvidian).
- Industry qualifications preferred.
Contact Detail:
Stephenson Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land RFP Writer
✨Tip Number 1
Familiarise yourself with the investment management industry and its key players. Understanding the competitive landscape will help you tailor your approach and demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the investment management sector, especially those involved in RFP writing or proposal management. Attend industry events or join relevant online forums to make connections that could lead to job opportunities.
✨Tip Number 3
Showcase your experience with proposal tools like Dasseti or Qvidian in conversations. Being able to discuss your proficiency with these tools can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 4
Prepare examples of past RFPs or proposals you've worked on, highlighting your contributions and the outcomes. Being able to discuss specific instances where you added value will strengthen your case during interviews.
We think you need these skills to ace RFP Writer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in proposal writing, particularly within investment or wealth management. Emphasise your understanding of financial services and any relevant industry qualifications.
Craft a Compelling Cover Letter: In your cover letter, showcase your ability to create engaging content and your experience with RFPs, RFIs, and DDQs. Mention specific examples where you've successfully managed proposal responses and met tight deadlines.
Showcase Collaboration Skills: Highlight your experience working cross-functionally with teams such as investment, compliance, and marketing. Provide examples of how you’ve gathered and verified input from various stakeholders to enhance proposal quality.
Demonstrate Attention to Detail: Since the role requires excellent written communication and attention to detail, ensure your application is free from errors. Use clear and concise language, and format your documents professionally to reflect your meticulous nature.
How to prepare for a job interview at Stephenson Executive Search
✨Showcase Your Writing Skills
As an RFP Writer, your ability to create engaging and accurate content is crucial. Bring samples of your previous work to the interview, highlighting how you tailored responses to meet client needs and expectations.
✨Demonstrate Strategic Thinking
Be prepared to discuss how you approach the creation of proposals strategically. Share examples of how you've identified key client requirements and aligned your responses to showcase the firm's strengths in those areas.
✨Highlight Cross-Functional Collaboration
This role requires working with various teams. Talk about your experience collaborating with investment, compliance, and marketing teams. Provide specific examples of how you gathered and verified input from different departments.
✨Emphasise Attention to Detail
Attention to detail is vital in proposal writing. During the interview, mention how you ensure accuracy and consistency in your work, perhaps by discussing your methods for maintaining proposal databases and tracking records.
