Triple Point was founded in 2004 with the belief that connecting investing insights with the right resources and partners can deliver powerful solutions. Today, we manage more than £3.6 billion of assets for a broad range of investors, through four distinct investment strategies: Social Housing, Clean Heat, Private Credit and Venture. These are all areas where our expertise, empathy and resourcefulness make a real difference in unlocking long-term value.
There are 250 of us at Triple Point and our distinctiveness comes from our ability to connect the dots to get to the heart of any challenge, which makes us an essential partner to our clients and our investors, while leaving the world demonstrably better than we found it. We take our commitments seriously, which is why we’re a certified B-Corp and signed up to the Principles for Responsible Investment.
There are five values we uphold as especially important in all our people, Stay Curious, be Generous, take Thoughtful Action, pull Together and Own It - by upholding these values we continue building a high performing organisation.
The Retail Strategy Team
Our purpose is to develop a strategy to help raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. The RFP (Request For Proposals) Team sit within the Retail Strategy team, and have responsibility for creating documents and gathering information to support the activities of the Sales team.
The Role
- Independently draft and execute, compelling high quality, bespoke RFPs , DDQs (Due Diligence Questionnaires) and consultant questionnaires for a range of potential clients
- Effective use of the team’s RFP content repository (Loopio)
- Support RFP Lead to manage and maintain responses on Loopio, and to develop and evolve the processes, procedures, and controls required to do so
- Develop a thorough understanding of Triple Point’s Investment strategies
- Develop a thorough understanding of Triple Point’s departments, senior leaders and business priorities
- Cultivate and maintain effective relationships with stakeholders across the business in order to create the highest quality RFP / DDQ content.
- Preserve a high level of business integrity by ensuring exceptional accuracy in all content.
- Critically review standard content for optimum quality
- Ensure that the most up to date analysis and research is included in all content.
- Work on multiple deadlines concurrently.
You will also,
- Support RFP Lead as first point of contact for sundry ad-hoc questions received by the Sales team
- Support RFP Lead with work on literature and sales support tools
- Support RFP Lead as a point of contact for Marketing’s internal source of data
- Support RFP Lead with submissions to consultant and external research organisations (Micap, Tax Efficient Review, etc)
- Support Head of Distribution, Retail Strategy Director and other senior leaders on ad-hoc projects as capacity allows
Skills Required
- High level literacy skills essential
- Developed interpersonal skills, particularly a high level of comfort and confidence when communicating with senior leaders, are essential
- Attention to detail essential
- Familiarity with Microsoft Office Suite (particularly Microsoft Word) highly preferred
- Numerical skills highly preferred
- Experience with Loopio (or other Proposal Automation Systems such as Qvidian or RFPio) a plus
For the right candidate, the role presents the opportunity to cement and develop their career in the industry and would best suit an organised and proactive candidate who is looking to further or begin their career in a financial services organisation.
Triple Point offers a wealth of benefits including a contributory pension, hybrid/flexible working and ongoing learning and development opportunities. Check out our comprehensive list of benefits HERE.
Apply today for further information!
Triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees. Discrimination of any kind based on factors such as age, disability, gender, sexual orientation, pregnancy, race, ethnicity, religion, gender identity, or marital status is not tolerated by the company.
Our aim is to create a welcoming and diverse work environment where people from all walks of life feel valued and supported. We actively encourage individuals from various backgrounds to apply for job vacancies and become part of our team.
STRICTLY NO AGENCIES
