Proposal Specialist

Legal & General; City Of London; On-site; GBP 50,000 - 70,000; Full time

Benefits offered by this job

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday

Electric car scheme

Employee discounts

Job summary

A leading financial services company in the City of London is seeking a Proposal Specialist to coordinate responses to client requests and enhance proposal content. The ideal candidate will have a degree, experience in investment management, and strong skills in stakeholder management. This position offers generous benefits, including a competitive bonus plan and healthcare. Join a dynamic team in an inclusive environment focused on delivering high-quality client solutions.

Qualifications

• Experience in investment management or a similar role.
• Strong understanding of financial markets and investment products.
• Excellent written communication and stakeholder management skills.

Responsibilities

• Coordinate and deliver responses to RFPs, DDQs and client-related requests.
• Manage a pipeline of proposals to meet commercial objectives.
• Track and analyze proposal performance for improvement.

Skills

Investment management

Proposal writing

Stakeholder management

Financial markets knowledge

MS Office proficiency

Education

Degree level education

IMC or CFA

Job description

Overview

Are you passionate about investment products and driven by delivering high-quality client solutions? We’re looking for a Proposal Specialist to join our dynamic team, focusing on Legal & General’s Index and ETF capabilities. This role offers the opportunity to collaborate across teams, shape compelling proposals, and contribute to our commercial success in a fast-paced, inclusive environment.

What you’ll be doing

• Coordinating and delivering responses to RFPs, DDQs and client-related requests
• Partnering with stakeholders across Investments, Distribution and Marketing
• Creating and maintaining best-in-class proposal content
• Managing a pipeline of proposals to meet commercial objectives
• Tracking and analysing proposal performance to drive continuous improvement
• Ensuring consistency and credibility of data used in client materials
• Supporting broader content needs across asset classes
• Upholding Consumer Duty standards in all client-facing materials

Qualifications

• Educated to degree level, with IMC or CFA (or willingness to work towards)
• Experience in investment management or a similar role
• Strong understanding of financial markets and investment products
• Knowledge of ETFs and proficiency in MS Office
• Excellent written communication and stakeholder management skills
• Ability to work collaboratively across teams and functions
• Intellectual curiosity and a proactive approach to learning
• Commitment to fairness, integrity and delivering good client outcomes

Benefits

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
• There are the many discounts we offer – both for our own products and at a range of high street stores and online
• In offices redesigned to be great spaces to connect and collaborate with wellbeing at heart

Additional Information: At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. We care about flexible working options including part-time, term-time and job shares.