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Senior RFP Specialist

Job in Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for: Franklin Templeton
Full Time, Part Time, Contract position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
Position: Senior RFP Specialist (12 Month Contract)

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

  • Bachelors 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 Power Point

  • 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.

Required Experience:

Senior IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Position Requirements
10+ Years work experience
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