As the UK’s largest and most successful investment supermarket for private investors, we pride ourselves on the incredible service we provide to over one million clients who trust us with some £86 billion of their life savings.  Our mission is simple, we’re here to empower people to save and invest with confidence. To us that means putting our clients first and going the extra mile to deliver a truly outstanding client experience.

We are looking to recruit a talented Lead CRM Analyst to join our growing team of data specialists with a focus on using our data and insights effectively to drive an outstanding personalised client experience.

Collaborating across our marketing, Data Science and Insight teams, you will help to inform our communication strategy. Using your knowledge of financial services and your experience of data and analytics, you will help to shape our marketing campaigns to insure their intelligent use of data and personalisation to improve engagement and conversion.

We are looking for someone with a mix of incredible analytical skills, great commercial focus, a wealth of industry knowledge and the gravitas to negotiate between different marketing squads to coalesce many competing ideas into a structured client centric marketing plan.

Heading up a team of 4-5 Analysts who are responsible for providing the data and insights that fuel our marketing efforts, we are looking for someone with skills and experience to maintain and develop a highly performing team.

This is a varied role where no two days will feel the same and is an incredible opportunity for someone with the right skills to help drive the future growth of a highly successful FTSE 100 company.

Key duties and responsibilities:

  • Managing and developing a team of 4-5 marketing Insight Analysts responsible for executing our targeted marketing campaigns across multiple marketing channels
  • Coordinating and refining our marketing schedule through collaborating with our Campaign Managers
  • Drive the intelligent use of data in creating a consistent and personalised client experience across multiple channels
  • Champion the technology requirements for marketing and developing our marketing automation capability
  • Develop our collective understanding of our clients and how we can intelligently communicate to them through collaborating across marketing, proposition and data
  • Managing post campaign analytics and reporting back to key business stakeholders and leading the ongoing campaign optimisation
  • Develop potential audiences, segments and predictive models in collaboration with our Data Scientists
  • Establish the data driven rules of engagement for marketing, how often should we contact our clients and why

What we are looking for:

  • Analytical – able to use data effectively to help shape broad concepts into detailed actions
  • Technology evangelist – have a passion for technology and how data can be used to improve client experiences
  • Digital marketer – understand the role of channels in the context of the customer journey and be passionate about connecting the right audiences with the right channels and experiences
  • Commercially focused – able to spot the best opportunities and flex approach based on business priorities
  • Client centric – manage the competing marketing pressures to deliver the right message for each and every client
  • Knowledge of saving and investing – an appreciation for which products and messages are appropriate for different client segments and how ideas for messaging could be tailored
  • An effective manager – able to develop, motivate and lead others


Essential skills and experience:

  • 5 years + previous experience of a data driven marketing environment managing a client contact database
  • Previous experience of managing a team of Analysts
  • Degree educated in numerate discipline (e.g. mathematics/statistics)
  • Understanding of Financial Services products and propositions

Desirable skills and experience

  • Previous Financial Services experience
  • Adobe Marketing Cloud (Campaign/Analytics/Target)
  • SQL
  • Collaboration tools (e.g. JIRA / Confluence)
  • Working knowledge of CRM systems,  databases and analytical tools

Who we are looking for:
The ideal candidate should be able to demonstrate the skills below to meet our company values;

Hargreaves Lansdown is an inclusive employer that values diversity in its workforce. We encourage applications from all individuals without regard to race, religion, gender, sexual orientation, national origin, disability or age.


This role may also be available on a flexible working or part time basis – please ask the Talent Acquisition team for more information.

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Job details


Skills required

Perks & benefits

Flexible Working
Private Health
Dental Benefits
Optician Benefits
Employee Discounts
Share Scheme
Bike Loan
Bike Shed
Gym Discount