Wealth manager Work, Jobs in Parkstone, Dor (with Salaries)

Bid Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Project management
3d
Wealth Planner
Barclays —Bournemouth
- CRM software
- Financial services
- Communication skills
Events Lead
Eight Financial Advice —Bournemouth
- Weekend availability
- Hybrid work
- Employee assistance programme
Quick apply
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
5d
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Business Development Manager
Leonard Curtis —Bournemouth
- Full-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Annual leave
- Work from home
Quick apply
5d
Market Pricing Manager
Ageas —Bournemouth
- £80,000 a year
- Full-time
- Hybrid work
- SQL
- Machine learning
- No degree
Audit Senior
Saffery —Bournemouth
- Full-time
- Hybrid work
- Microsoft Excel
- Supervising experience
- Travel
- Profit sharing
- Annual leave
Trust & Tax Manager
Ellis Jones Solicitors —Canford Cliffs
- Full-time
- Hybrid work
- Business development
- Leadership
- Tax experience
- Gym membership
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Solicitor – Private Wealth
moorebarlow —Lymington
- Annual leave
Support Time and Recovery Worker (STR) - Part Time 18.5hours
BCP Council —Bournemouth
- £28,598 a year
- Part-time
- Communication skills
Care Supervisor
McCarthy & Stone —Dorchester
- £12.24 - £15.75 an hour
- Full-time
- In-person
- Employee discount
- Life insurance
Quick apply
7d
Care Assistant
McCarthy & Stone —Wimborne
- £13.70 an hour
- Part-time
- Employee assistance programme
- Employee discount
Quick apply

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Bid Manager

Lester Aldridge -
Bournemouth

Apply Now

Job details

3 days ago

Qualifications

Microsoft Powerpoint
CRM software
Project management
AI
Communication skills

Full job description

About Lester Aldridge

Lester Aldridge is a full-service UK law firm with a strong reputation across key sectors including; healthcare, shipping, banks & other lenders, housebuilders, ports & harbours, charities, AI and private clients. We are committed to delivering legal advice that creates commercial or personal opportunity for our clients and do that by building long-term client relationships.

We are at an exciting stage in our development as a firm and also to our approach to business development so this a unique opportunity to help shape that for a firm with bold and ambitious plans. Our first Business Development & Marketing Director joined in 2025 and is part of the Senior Leadership Team who have been working on plans for our new strategy.

Supporting the partners and fee-earners with BD to win and retain high-quality clients across our target markets is key to those plans. This role would also work alongside the BD & Marketing Director to develop the infrastructure to support the new BD approach.

Role Overview

We are looking for a BD & Proposals Manager to work closely with partners and fee-earners as well as the BD & Marketing Director and Marketing colleagues to identify and create BD opportunities and develop compelling, client-focused proposals that demonstrate LA’s proposition.

This is a high-impact role with visibility across the firm, supporting strategic growth in our priority sectors.

Key Responsibilities

Bid & Pitch Management

Produce compelling, tailored proposals (including credentials and tenders) that demonstrate Lester Aldridge’s proposition in their approach. These could be from any part of the firm’s full service offering (so offers a lot of variety).However, the Marketing & BD strategy will focus on target sectors and hence on collaboration across the firm in order to address clients’ specific requirements.

Manage multiple concurrent submissions, ensuring high-quality outputs to deadline.
Support go/no-go decisions aligned to firm strategy and sector priorities.
Develop and maintain a high-quality library of proposal-ready credentials, case studies, and CVs.

Sector Initiatives

Help develop the firm’s sector BD strategy eg

Track sector issues for impact on clients and high value targets
Identify opportunities to support clients and targets by drawing on expertise across the firm.

Stakeholder Engagement

Partner closely with Partners and fee-earners across all parts of the full service firm.
Challenge and shape bid strategy to improve win rates for high quality targets
Support and coach fee earners in best-practice pitching and proposal development
Facilitate review sessions and capture lessons learned from wins/losses
Collaborate with Marketing on campaigns to attract targets through:
- Events (seminars, webinars) including identification of invitees and attendance.
- Content

Pipeline Management

Ensuring new cold enquiries are responded to quickly by fee-earners.
Help devise new processes (within current and emerging data infrastructure) for pipeline management at a firm, sector, team and individual level
Ultimately, pipeline reporting.

Firm Initiatives

There may be new firm initiatives that will require support and input from this role eg

Key client programme
Alumni programme
Pricing strategy
CRM implementation

Key Skills & Experience

Essential

Proven experience managing proposals in a law firm or professional services environment
Ability to develop strong relationships with partners and fee-earners and be seen as a trusted adviser with credibility.
Strong writing and editing skills, with the ability to produce high-quality, client-ready content
Excellent project management skills and ability to manage competing deadlines
Commercial awareness and understanding of client decision-making

Desirable

Using tools such as LinkedIn and AI in research
Advanced PowerPoint skills for proposal production
Experience of CRM systems/pipeline reporting tools
Experience working within one or more of Lester Aldridge’s key sectors (e.g. healthcare, shipping, housebuilders, private wealth)

Key Competencies

Strong communication and influencing skills
Attention to detail and quality focus
Collaborative and proactive approach
Resilience and ability to work under pressure
Strategic mindset with a focus on results

Reporting Line

Reports to: Business Development & Marketing Director

Why Join Lester Aldridge?

Opportunity to play a key role in the firm’s exciting growth strategy
Exposure to a broad range of sectors and legal services
Collaborative and supportive culture
Flexible/hybrid working approach
Clear opportunity to shape and enhance the firm’s proposal capability

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Location

Bournemouth

Department

Marketing

Job Title

Bid Manager

City

Bournemouth

Country

United Kingdom

Apply Now

Refine Your Search

wealth manager jobs in parkstone, dor

Bid Manager

Wealth Planner

Events Lead

Headhunter (Talent Acquisition)

Wealth Planning Team Leader - Wealth Management

Business Development Manager

Market Pricing Manager

Audit Senior

Trust & Tax Manager

Administrator – Accountancy Services

Solicitor – Private Wealth

Support Time and Recovery Worker (STR) - Part Time 18.5hours

Care Supervisor

Care Assistant

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