About the Business
Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK’s largest wealth management firms offering expert discretionary investment management and financial advice. We offer a highly personalised wealth management offering to private clients, charities, trustees, and professional partners with straightforward or more complex financial needs. We have presence throughout the UK, Ireland, Dubai and Channel Islands. Quilter plc is a leading wealth management business, which oversees £126.3 billion in customer investments (as at 6th August 2025). It has an adviser and customer offering spanning financial advice, investment platforms, multi-asset investment solutions and discretionary fund management. If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.
About the Role
Level: 3
Department: Charities
Location: London (Hybrid)
Contract: 12 month FTC
This is a fantastic opportunity to join the Quilter Cheviot charities team who manage £2.4bn AUM for over 740 clients as at December 2025. We are seeking a highly organised, detail‑oriented RFP Writer to support the growing tender requirements of our Charities business. You would be joining a dynamic and growing team who are passionate about charities and growing the business.
Key responsibilities
* Lead end‑to‑end creation of tailored RFP/tender responses for charity prospects.
* Write, edit, and refine content to align with specific investment objectives, ethical considerations, governance requirements, and charity sector nuances.
* Project‑manage each tender, including timeline control, stakeholder coordination, and meeting submission deadlines.
* Work closely with charity specialists, investment directors, and business development teams to create each individual tender.
* Ensure workloads previously undertaken manually by senior specialists are redistributed effectively to restore their business development capacity.
* Build and maintain a centralised RFP content library, including standard responses, disclosures, team biographies, data sets, and case studies.
* Maintain consistency in messaging, tone, compliance language, and Quilter Cheviot branding.
* Ensure final submissions are accurate, compliant, visually consistent, and of premium quality.
* Review RFP processes and identify improvement opportunities, enhancing scalability and efficiency as tender volumes rise.
About You
* Proven experience in RFP/proposal writing, ideally within financial services, investment management, professional services, or non‑profit sectors.
* Strong written communication skills, with the ability to translate technical investment concepts into clear, easy to understand language.
* Exceptional attention to detail, accuracy, and document structure.
* Experience working with multiple stakeholders at all levels under tight deadlines.
* Strong organisational and project‑management capabilities.
* Ability to multi-task and handle multiple caseloads.
* Proficiency in Microsoft Office, especially Word, Excel and PowerPoint.
* Experience of the charity sector is not essential.
Inclusion & Diversity
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favourable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Values
* Do the right thing: We act with integrity and are proudly committed to going above and beyond in service of our clients and the support we provide our communities.
* Always curious: We continuously seek new ideas and knowledge so we’re one step ahead of our clients’ needs. We look for inspiration everywhere and encourage experimentation, recognising that this is how we create brilliant solutions for brighter futures.
* Embrace challenge: We aim high to transform our potential into meaningful outcomes. With ambition as our driving force and a steadfast commitment to growth, we succeed for the good of every generation.
* Stronger together: Combining our diverse talents, we accomplish more collectively than we ever could do alone. We speak openly, actively listen, and support each other, and constructively challenge and embrace new ideas. We seek empowerment and demonstrate ownership and trust, with the confidence to make impactful decisions.
Core Benefits
* Holiday: 182 hours (26 days)
* Quilter Incentive Scheme: All employees are eligible to participate in incentive scheme, to incentivise business performance and their contribution.
* Pension Scheme: A non-contributory company pension scheme that can be boosted through personal contributions.
* Healthcare Cash Plan: Jersey employees only.
* Benefit Allowance: A cash benefit allowance is payable in lieu of some of our core benefits.
* Additional benefits: We offer a range of flexible benefits to UK employees that you can choose from and pay for conveniently via a salary deduction.
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