At a Glance
- Tasks: Create compelling proposals and manage multiple projects in a fast-paced environment.
- Company: Join a leading financial services firm with a collaborative culture.
- Benefits: Competitive salary, professional development, and flexible working arrangements.
- Other info: Opportunity to deepen your knowledge of investment markets and build global relationships.
- Why this job: Make an impact by helping win and retain business through high-quality proposals.
- Qualifications: Experience in financial services or proposal writing; strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
Senior RFP Specialist (12 Month Contract)
Location
Edinburgh, United Kingdom
Time Type
Full time
Contract
- 12 month fixed term contract
- 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.
- 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 Power Point
- 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.
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Senior RFP Specialist employer: Gofractional
Gofractional is an exceptional employer that fosters a dynamic and inclusive work culture, perfect for those looking to kickstart their career in marketing. With a focus on employee growth, you will have the opportunity to gain hands-on experience in B2B marketing within a cutting-edge AI-native environment, all while enjoying the vibrant atmosphere of London. The company values creativity and collaboration, ensuring that every team member's contributions are recognised and celebrated.
StudySmarter Expert Advice🤫
We think this is how you could land Senior RFP Specialist
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Gofractional. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior RFP Specialist
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Gofractional.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Gofractional's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Gofractional
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Gofractional.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Gofractional will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Gofractional employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
