Charities Business Development Associate - RFP Writer

RBC Brewin Dolphin; Cardiff; On-site; GBP 35,000; Full time

Job summary

RBC Brewin Dolphin is seeking a Charities Business Development Associate - RFP Writer to enhance its charity investment business. This critical role involves drafting investment proposals and managing requests for proposals, requiring strong stakeholder management and excellent communication skills in a fast-paced environment.

Benefits

Support for development through coaching.

Opportunities to work with leading professionals.

Qualifications

• Experience in a similar RFP role is required.
• Good working knowledge of Investment Markets and Economics.
• Ability to work on multiple proposals and pitches simultaneously.

Responsibilities

• Draft investment proposals and presentations for charity clients.
• Manage RFP project timelines from beginning to end.
• Collaborate with the national charity investment team on business development.

Skills

Communication

Critical Thinking

Detail-Oriented

Time Management

Education

Investment qualification

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Charities Business Development Associate - RFP Writer

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Charities Business Development Associate - RFP Writer

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What is the opportunity?

We have an exciting opportunity for an RFP writer to join the RBC Brewin Dolphin charity team. This role is critical to the new business process and is viewed as playing a key role in the growth of the charity investment business.

Job Summary

Job Description

What is the opportunity?

We have an exciting opportunity for an RFP writer to join the RBC Brewin Dolphin charity team. This role is critical to the new business process and is viewed as playing a key role in the growth of the charity investment business.

We are seeking a highly motivated, detail-oriented team player who thrives in a fast-paced environment to join the charity team, which oversees over £3.9bn of funds under management. The team looks after charity and not-for-profit clients across the UK, and the opportunity exists to join and support the National Charity Team in the growth of the charity investment business.

The role will primarily focus on the completion of investment tenders and marketing, presentation, and pitch materials. While RFP writing and support activities will be the focus of the role, the successful candidate will also be required to input into a wide range of general business development activities.

Strong stakeholder management, excellent communication skills, an eye for detail, and the ability to work under pressure and deliver to consistently high standards are essential. Ideally the candidate will also understand and comply with all of the FCA regulations and principles applying to the role.

What will you do?

• Draft investment proposals and presentations, questionnaires, or RFPs, both for potential charity clients.
• Take ownership and manage the RFP project timeline from beginning to end.
• Prepare tailored, precise and eloquent client-focused RFP responses that are customised to the client's requirements.
• Work closely with the national charity investment team, wider specialist teams across the business, and marketing to update business development materials.
• Manage a database of questions used in charity tender documents. This includes procuring the information from other internal departments and updating answers.
• Champion the RFP process to internal teams, initiating innovative ideas and creative approaches to improve responses and increase efficiency.
• Build and maintain charity investment and market knowledge, whilst also keeping abreast of FCA financial promotion regulations.
• Support the Business Development Managers and team in their daily activities.
  
  

What do you need to succeed?

Must-have

• Good working knowledge of Investment Markets and Economics.
• Previous experience in a similar RFP role.
• Strong knowledge of Microsoft Excel, Word, PowerPoint; databases and analytical tools.
• Proven ability to work collaboratively with people of all levels of an organisation and build successful business relationships.
• Ability to work on multiple proposals and pitches simultaneously.
• Strong research, numeracy and writing skills.
  
  

Nice-to-have

• Investment qualification.
• An interest in or evidence of past involvement with a charity or in volunteering.
  
  

What is in it for you?

We thrive on the challenge to be our best - progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Leaders who support your development through coaching and managing opportunities.
• Opportunities to work with the best in the field.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
  
  

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

#RBCBD

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

144 MORRISON STREET:EDINBURGH

City:

Edinburgh

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-05

Application Deadline:

2025-06-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Banking and Financial Services

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