At a Glance
- Tasks: Own and complete DDQs and RFPs for various clients and stakeholders.
- Company: Join TrinityBridge, a dynamic firm focused on IFA partnerships and investment solutions.
- Benefits: Enjoy flexible work options and a diverse, inclusive culture.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
- Why this job: Be part of a collaborative team that values your input and fosters professional growth.
- Qualifications: 3+ years in asset management; strong communication and analytical skills required.
The predicted salary is between 36000 - 60000 £ per year.
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Join TrinityBridge IFA Partnerships team as a DDQ and RFP Specialist. The role will be responsible for the ownership and completion of DDQs and RFP\'s for IFAs, Investment Consultants, DDQ/RFP platforms and other clients and prospects.
The role requires good industry and product knowledge, excellent attention to detail and strong communication skills. The successful candidate will liaise closely with multiple business areas and stakeholders to co-ordinate and project manage all requests whilst developing a thorough knowledge of TrinityBridge’s structure, our products and our USPs to add value to the DDQ/RFP process.
RESPONSIBILITIES
- Ownership of the DDQ/RFP process
- Complete DDQs/RFPs and other similar documents to a very high standard
- Maintain standard DDQs/RFPs and provide tailored responses to bespoke requests
- Develop and manage effective relationships with stakeholders and SMEs across the business, with the aim of creating and maintaining high quality DDQ/RFP responses
- Work with the business development teams to understand their requirements and ensure we are providing the key information to support their activities. Also identify opportunities for value to be added in their messaging
- Develop corporate, industry and competitor knowledge
- Work with the relevant business areas to create new and review existing content for use within DDQs/RFPs
- Deal with multiple concurrent requests
- Maintain responses within RocketDocs, which is an external system that contains all of the firm\'s standard questionnaire responses, which are used to help in the production of DDQs/RFPs
- Proactively contribute ideas and continuous improvement
- Maintain knowledge of current regulatory practice
WE WOULD LOVE TO HEAR FROM YOU IF:
- Minimum of 3 years’ experience in a similar capacity in an asset management firm or financial institution
- Good MS Word and Excel skills.
- Knowledge of RocketDocs would be helpful, but not essential
- Excellent analytical, problem solving and stakeholder management skills
- Outstanding attention to detail, learning mind-set, flexibility and adaptability, high motivation and drive
- A team player with strong time and project management skills
- Commercial awareness, business initiative and emotional intelligence
- Excellent attention to detail
- Knowledge of business processes and controls
- Strong communication skills, verbal and written
- Proactive nature to gain efficiencies, and demonstrate initiative
- Ability to prioritise and multi-task different projects with different deadlines
- Self-motivated while working autonomously
- Able to work under pressure at times, with a positive “can – do” attitude
- Possess relevant industry qualifications
At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.
To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#J-18808-LjbffrDDQ / RFP Specialist in London employer: Close Brothers Group
At TrinityBridge, we pride ourselves on being an exceptional employer that values diversity and inclusivity while fostering a collaborative work culture. As a DDQ/RFP Specialist, you will benefit from a supportive environment that encourages professional growth and development, alongside flexible work options to help you maintain a healthy work-life balance. Join us in a dynamic location where your contributions will directly impact our success and the satisfaction of our clients.
StudySmarter Expert Advice🤫
We think this is how you could land DDQ / RFP Specialist in London
✨Tip Number 1
Familiarise yourself with the DDQ and RFP processes specific to the asset management industry. Understanding the nuances of these documents will help you articulate your knowledge during interviews and demonstrate your expertise.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience with DDQs and RFPs. Engaging in conversations can provide insights into best practices and may even lead to referrals for the position.
✨Tip Number 3
Showcase your project management skills by discussing any relevant experiences where you successfully coordinated multiple tasks or stakeholders. This will highlight your ability to manage the demands of the role effectively.
✨Tip Number 4
Research TrinityBridge’s products and unique selling points (USPs) thoroughly. Being able to speak knowledgeably about the company’s offerings will set you apart and demonstrate your genuine interest in the role.
We think you need these skills to ace DDQ / RFP Specialist in London
Some tips for your application 🫡
Understand the Role:Before applying, make sure to thoroughly read the job description for the DDQ/RFP Specialist position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Tailor Your CV:Highlight relevant experience in asset management or financial institutions. Emphasise your analytical skills, attention to detail, and any experience with DDQs and RFPs. Make sure your CV reflects how you meet the specific requirements mentioned in the job description.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of TrinityBridge’s products and USPs. Discuss how your background aligns with the role and express your enthusiasm for contributing to the team. Be sure to mention any relevant industry qualifications.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your documents are clear, concise, and professional, as attention to detail is crucial for this role.
How to prepare for a job interview at Close Brothers Group
✨Know Your DDQs and RFPs
Familiarise yourself with the DDQ and RFP processes, as well as the specific requirements of TrinityBridge. Be prepared to discuss how you have successfully managed similar documents in the past and demonstrate your attention to detail.
✨Showcase Your Stakeholder Management Skills
Highlight your experience in liaising with various stakeholders. Prepare examples of how you've built effective relationships and collaborated with different teams to enhance the quality of responses.
✨Demonstrate Industry Knowledge
Research TrinityBridge’s products, USPs, and the competitive landscape. Being able to discuss industry trends and how they relate to the role will show your enthusiasm and preparedness.
✨Exhibit Strong Communication Skills
Prepare to showcase both your verbal and written communication skills. You might be asked to explain complex concepts clearly, so practice articulating your thoughts succinctly and confidently.
