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.

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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

144 MORRISON STREET:EDINBURGHEdinburghUnited Kingdom35Full timeWEALTH MANAGEMENTRegularSalaried2025-06-052025-06-19

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.