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Financial Services



Type of Position: Investment RFP Writer
Pay: £50k (approx.)

Investment RFP Writer - London or Guildford - £50k

Our client is looking for an Investment RFP Writer to join their Marketing team based in either their London or Guildford offices - earn approx. 50k.

Specific Activities Include:

  • Work with the RFP team to update of Request for Proposal documents, due diligence questionnaires and external RFP databases for range of funds, trusts and portfolios, including our client's own documents as well as those received from external companies for completion.
  • Ensure all relevant parties are updated with regular progress reports
  • Ensure timely update of external databases of product information
  • Communicate with internal departments to ensure delivery to agreed deadlines
  • Produce regular reporting on progress and status
  • Compliance with Financial Conduct Authority rules and the principles of treating customers fairly when producing and updating RFP documents
  • Any additional RFP and due diligence requests

Key skills / experience:

  • Attention to Detail
  • Excellent organisation and time management skills
  • Proactive approach
  • Able to work under pressure and to tight timescales
  • Teamwork
  • Embracing Change
  • Planning & Organising
  • Enquiring mindset
  • Flexible, driven and determined
  • Excellent communication skills
  • Experience of working in a similar role
  • Knowledge and / or interest in investments
  • Strong understanding of regulatory environment
  • Educated to degree level, or experience accepted in lieu of qualifications desired.

 If you are interested in this position, please email your CV to


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