Proposal Writer – Financial Services (Entry Level)

Roles: Proposal Writer

Rate: Competitive entry-level pay, details shared upon application.

Contract length: Permanent, full-time

Location: Open to applicants worldwide.

Skills/background needed: No experience necessary. Full training provided.

About the role

We’re looking for a Proposal Writer to join our Business Development team. You’ll be responsible for creating clear, well-structured responses to client requests and managing the proposal process from start to finish. This is a fast-paced role where you’ll work with sales teams and other departments to produce high-quality written proposals on tight deadlines.

What you’ll be doing

Your day-to-day tasks will include:

Prepare clear, professional responses to client information requests and detailed proposal requests

Manage multiple proposal projects at once, keeping track of deadlines and ensuring timely delivery

Gather information from different teams and sources to create complete, accurate proposals

Respond quickly to follow-up questions and additional information requests from clients

Review and improve existing proposal templates regularly

Check proposals for quality, accuracy, and clarity before they go out

Help find ways to improve the proposal process and support the sales team more effectively

What we’re looking for

Essential skills:

Clear, professional writing with excellent grammar and attention to detail

Ability to translate complex information into simple, easy-to-understand language

Strong organizational and time management skills – you can juggle multiple deadlines

Comfortable working independently and collaborating with different teams

Proficiency in Microsoft Word and Excel

Willingness to learn new software and tools quickly

A keen eye for spotting errors and inconsistencies

Experience:

Prior proposal writing experience is helpful but not required – we provide full training.

What’s in it for you

We offer a supportive work environment where you can grow and develop your skills. Benefits include flexible work arrangements, health and dental insurance, retirement savings plans with employer contributions, paid time off for vacation and volunteering, paid parental leave, and tuition reimbursement to support your career development. You’ll have opportunities to expand your knowledge of the financial services industry and work with a collaborative team that values your contribution.

Ready to get started? Submit your application below.