At a Glance
- Tasks: Create compelling proposals and manage client questionnaires in a dynamic team.
- Company: Join Franklin Templeton, a forward-thinking asset manager with a supportive culture.
- Benefits: Flexible working arrangements, inclusive environment, and opportunities for career growth.
- Other info: Work in Edinburgh or London with a collaborative, deadline-driven team.
- Why this job: Make an impact in the financial services industry while developing your skills.
- Qualifications: Experience in proposal writing or financial services; strong communication skills required.
The predicted salary is between 37800 - 46200 £ per year.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
About the Department
The EMEA Request for Proposal (RFP) team helps win and retain business by creating high-quality responses to client questionnaires and proposal requests. Working closely with partners across investment, product management, distribution, and other global teams, the department ensures Franklin Templeton’s capabilities, products, and services are presented accurately and competitively. The team supports both retail and institutional clients across fixed income, equities, multi-asset solutions, and alternative investments in a collaborative, deadline-driven environment. This is a 12 month fixed term contract.
How You Will Add Value
- Complete Request for Proposals (RFPs), Due Diligence Questionnaires (DDQs), and client questionnaires.
- Create accurate, compelling client-facing responses.
- Support colleagues with proposal development and reviews.
- Ensure submissions meet quality and client requirements.
- Manage multiple projects against competing deadlines.
- Coordinate reviews and approvals with key stakeholders.
- Update and maintain proposal content libraries.
- Identify opportunities for response improvement and consistency.
- Build strong relationships across global teams.
- Deepen your knowledge of clients, products, and business priorities.
What Will Help You Be Successful in This Role
Experience, Education & Certifications
- Experience in financial services, consulting, proposal writing, editorial, or copywriting roles.
- Bachelor's degree or equivalent experience.
- Knowledge of investment markets and asset classes is advantageous.
- Claritas Investment Certificate (CFA Institute) or Investment Management Certificate (IMC) is beneficial.
Technical Skills
- Strong written and verbal communication skills.
- Excellent proofreading and editing abilities.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Experience with Qvidian or similar content management systems is advantageous.
Soft Skills
- Strong attention to detail and accuracy.
- Ability to manage multiple priorities effectively.
- Adaptable and comfortable working to tight deadlines.
- Confident engaging with stakeholders across the business.
- Excellent English language skills.
- Additional European language skills are an advantage.
Work Schedule & Location
Based in our Edinburgh or London office with at least 3 days per week in the office.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities. As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
About Us
When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’ll find the support you need to grow your career with us.
Come, join us, and help us shape the future of the global asset management industry!
Senior RFP Specialist (12 Month Contract) employer: Franklin Templeton Investments
Franklin Templeton Investments is an exceptional employer, offering a dynamic work environment in the heart of London where your expertise in real estate asset management can truly shine. With a strong focus on employee growth and development, we provide ample opportunities for professional advancement while fostering a collaborative culture that values innovative investment strategies. Join us to be part of a team that not only prioritises success but also supports your career journey in a thriving financial hub.
Contact Details:
Franklin Templeton Investments Recruitment Team
StudySmarter Expert Advice🤫
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We think you need these skills to ace Senior RFP Specialist (12 Month Contract)
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