DDQ / RFP Specialist

Job title: DDQ / RFP Specialist

Company: Close Brothers Group


Job description: OVERALL SUMMARYJoin TrinityBridge IFA Partnerships team as a DDQ and RFP Specialist. The role will be responsible for the ownership and completion of DDQs and RFP’s for IFAs, Investment Consultants, DDQ/RFP platforms and other clients and prospects.The role requires good industry and product knowledge, excellent attention to detail and strong communication skills. The successful candidate will liaise closely with multiple business areas and stakeholders to co-ordinate and project manage all requests whilst developing a thorough knowledge of TrinityBridge’s structure, our products and our USPs to add value to the DDQ/RFP process.RESPONSIBILITIES

• Ownership of the DDQ/RFP process
• Complete DDQs/RFPs and other similar documents to a very high standard
• Maintain standard DDQs/RFPs and provide tailored responses to bespoke requests
• Develop and manage effective relationships with stakeholders and SMEs across the business, with the aim of creating and maintaining high quality DDQ/RFP responses
• Work with the business development teams to understand their requirements and ensure we are providing the key information to support their activities. Also identify opportunities for value to be added in their messaging
• Develop corporate, industry and competitor knowledge
• Work with the relevant business areas to create new and review existing content for use within DDQs/RFPs
• Meet deadlines
• Deal with multiple concurrent requests
• Maintain responses within RocketDocs, which is an external system that contains all of the firm’s standard questionnaire responses, which are used to help in the production of DDQs/RFPs
• Proactively contribute ideas and continuous improvement
• Maintain knowledge of current regulatory practice

WE WOULD LOVE TO HEAR FROM YOU IF:

• Minimum of 3 years’ experience in a similar capacity in an asset management firm or financial institution
• Good MS Word and Excel skills.
• Knowledge of RocketDocs would be helpful, but not essential
• Excellent analytical, problem solving and stakeholder management skills
• Outstanding attention to detail, learning mind-set, flexibility and adaptability, high motivation and drive
• A team player with strong time and project management skills
• Commercial awareness, business initiative and emotional intelligence
• Excellent attention to detail
• Knowledge of business processes and controls
• Strong communication skills, verbal and written
• Proactive nature to gain efficiencies, and demonstrate initiative
• Ability to prioritise and multi-task different projects with different deadlines
• Self-motivated while working autonomously
• Able to work under pressure at times, with a positive “can – do” attitude
• Possess relevant industry qualifications

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.#LI-EM1 #LI-SY1 #LI-JJ1At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at .

Expected salary:

Location: United Kingdom

Job date: Sat, 12 Jul 2025 01:33:48 GMT

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