RFP/DDQ Specialist

Job title: RFP/DDQ Specialist

Company: BWD


Job description: Are you an experienced DDQ or RFP professional looking for more autonomy, flexibility, and the chance to make a real impact? We’re partnering with a well-established wealth and asset management firm to hire a DDQ/RFP Specialist to take full ownership of their due diligence and proposal process. This is a standalone role, so it’s ideal for someone who enjoys working independently, likes having autonomy and is confident collaborating with senior stakeholders across the business. What’s on offer:£55,000 salaryFully remote working – open to any UK location (can align to London office and work hybrid if preferred)High visibility role working across business development, investment and operational teamsExposure to a variety of clients including IFAs, investment consultants, and platformsA forward-thinking, supportive environment with the chance to influence process and content What you’ll be doing:Managing and completing all DDQs, RFPs, and related documentsMaintaining and tailoring high-quality content for submissionsCollaborating closely with internal teams to support business developmentWorking with tools like RocketDocsEnsuring consistent, on-brand messaging that reflects the firm’s strengths and proposition What we’re looking for:At least 3 years’ experience in a similar role within asset or wealth managementExcellent written communication and stakeholder management skillsStrong attention to detail and ability to manage multiple deadlinesProactive mindset and a genuine passion for getting things right This is a fantastic opportunity to step into a high-impact role where your expertise will be truly valued. If you’d like to learn more, get in touch or apply directly. DDQ/RFP Specialist [Date] Reporting to Robert Simmons Business area Intermediary Partnerships Role type Full Time & Permanent Job location Home-based Direct reports None SMCR regulated No At TrinityBridge we are all connected by our mission to be the best place in the UK for wealth professionals and their clients. This strategic clarity provides our people with clear goals and objectives so that everyone understands the role that they play, and how they contribute to our success.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.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 our people and provide an environment where they can bring their whole selves, explore new opportunities and 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 their wellbeing. 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 [email protected] Role overview We are looking for an experienced DDQ and RFP specialist to join our IFA Partnerships team. 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. Key responsibilitiesOwnership of the DDQ/RFP processComplete DDQs/RFPs and other similar documents to a very high standardMaintain standard DDQs/RFPs and provide tailored responses to bespoke requestsDevelop and manage effective relationships with stakeholders and SMEs across the business, with the aim of creating and maintaining high quality DDQ/RFP responsesWork 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 messagingDevelop corporate, industry and competitor knowledgeWork with the relevant business areas to create new and review existing content for use within DDQs/RFPsMeet deadlinesDeal with multiple concurrent requestsMaintain 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/RFPsProactively contribute ideas and continuous improvementMaintain knowledge of current regulatory practice Regulatory responsibilities | Compliance/T&CDemonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow the principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.Comply with the PA Dealing policyEnsure required training is kept up to date and completed within the set timeframe given by TrinityBridge About you | Qualifications, skills and strengthsMinimum of 3 years’ experience in a similar capacity in an asset management firm or financial institutionGood MS Word and Excel skills.Knowledge of RocketDocs would be helpful, but not essentialExcellent analytical, problem solving and stakeholder management skillsOutstanding attention to detail, learning mind-set, flexibility and adaptability, high motivation and driveA team player with strong time and project management skillsCommercial awareness, business initiative and emotional intelligenceExcellent attention to detailKnowledge of business processes and controlsStrong communication skills, verbal and writtenProactive nature to gain efficiencies, and demonstrate initiativeAbility to prioritise and multi-task different projects with different deadlinesSelf-motivated while working autonomouslyAble to work under pressure at times, with a positive “can – do” attitudePossess relevant industry qualifications Please note this job description is a guide and current duties of the job can be varied from time to time. The job holder may be expected to carry out duties as requested that are deemed to be within their capabilities. POST HOLDER SIGN OFF I confirm that I have read and understood this job description and confirm it is an accurate reflection of my duties. Name Signed Date

Expected salary: £50000 per year

Location: London

Job date: Sat, 02 Aug 2025 22:36:00 GMT

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