RFP Writer (Finance)

TL;DR

RFP Writer (Finance): Leading the end-to-end creation of tailored tender responses for charity prospects within a wealth management context with an accent on investment objectives and ethical considerations. Focus on project-managing tender timelines, building a centralized content library, and collaborating with investment directors to ensure high-quality, compliant submissions.

Location: Hybrid (London, UK)

Company

A leading wealth management business overseeing £126.3 billion in customer investments, offering discretionary investment management and financial advice.

What you will do

• Lead the end-to-end creation of tailored RFP and tender responses for charity prospects.
• Write and refine content to align with specific investment objectives, ethical considerations, and charity sector nuances.
• Project-manage tenders, including timeline control, stakeholder coordination, and meeting submission deadlines.
• Collaborate with charity specialists, investment directors, and business development teams to craft individual tenders.
• Build and maintain a centralized RFP content library, including standard responses, team biographies, and case studies.
• Ensure all final submissions are accurate, compliant, and visually consistent with branding.

Requirements

• Proven experience in RFP/proposal writing within financial services, investment management, or non-profit sectors.
• Strong written communication skills to translate technical investment concepts into clear, accessible language.
• Exceptional attention to detail, accuracy, and document structure.
• Experience managing multiple stakeholders under tight deadlines.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint).
• Must be based in or able to work in London on a hybrid basis.

Culture & Benefits

• Holiday allowance of 182 hours (26 days).
• Eligibility for the hirify.global Incentive Scheme based on business performance.
• Non-contributory company pension scheme.
• Range of flexible benefits available for UK employees via salary deduction.
• Inclusive culture committed to diversity and equal opportunities.