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Senior RFP Specialist (12 Month Contract)

ExperiencedNo visa sponsorship
Franklin Templeton logo

at Franklin Templeton

Asset Management

Posted 2 days ago

No clicks

**Senior RFP Specialist (12-Month Contract) at Franklin Templeton** Transcend as our Senior RFP Specialist, crafting compelling proposals to secure and retain business. Expertly manage RFPs, DDQs, and client questionnaires, steering multiple projects to meet tight deadlines. Ensure responses mirror Franklin Templeton's excellence, shaping them with your superior written communication skills and meticulous attention to detail. Key to success? Your proven experience in financial services, proposal writing, or similar roles, coupled with proficiency in Microsoft Suite. Experience with Qvidian is a plus. Lead from our Edinburgh or London offices, collaborating globally and thriving in a deadline-driven environment. Bring your CFA Institute or IMC certifications and watch your skills blossom in our dynamic workspace.

Compensation
Not specified

Currency: Not specified

City
Edinburgh, London
Country
United Kingdom

Full Job Description

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 Templetons 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.

#LI-EUR

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.

Senior RFP Specialist (12 Month Contract)

Compensation

Not specified

City: Edinburgh, London

Country: United Kingdom

Franklin Templeton logo
Asset Management

2 days ago

No clicks

at Franklin Templeton

ExperiencedNo visa sponsorship

**Senior RFP Specialist (12-Month Contract) at Franklin Templeton** Transcend as our Senior RFP Specialist, crafting compelling proposals to secure and retain business. Expertly manage RFPs, DDQs, and client questionnaires, steering multiple projects to meet tight deadlines. Ensure responses mirror Franklin Templeton's excellence, shaping them with your superior written communication skills and meticulous attention to detail. Key to success? Your proven experience in financial services, proposal writing, or similar roles, coupled with proficiency in Microsoft Suite. Experience with Qvidian is a plus. Lead from our Edinburgh or London offices, collaborating globally and thriving in a deadline-driven environment. Bring your CFA Institute or IMC certifications and watch your skills blossom in our dynamic workspace.

Full Job Description

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 Templetons 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.

#LI-EUR

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.