About the role

  • CRM Specialist responsible for executing customer engagement strategies at Freetrade, enhancing investment solutions. Collaborate with teams to optimize campaigns for measurable outcomes while utilizing data-driven insights.

Responsibilities

  • Coordinate, develop and deliver campaigns across all CRM marketing channels, including emails, push notifications, app inbox and in-app messages.
  • Execute email marketing initiatives to maximise commercial objectives.
  • Write engaging, conversion-focused copy and design effective email templates.
  • Deliver activity as per marketing calendar.
  • Support with the delivery of items on the Customer Engagement Roadmap.
  • Collaborate with design and content teams to develop high-performing campaigns across CRM channels.
  • Analyse campaign performance data to identify winning concepts and continuously refine messaging and format strategies.
  • Manage structured campaign testing frameworks to optimise campaign performance.
  • Turn top-performing campaigns into playbooks to share with the wider business.
  • Analyse lifecycle campaign performance and present actionable insights.
  • Understand customer behaviour and analyse marketing channels, proposing actions for improvement.
  • Maintain accurate tracking and attribution of CRM channels.
  • Partner with the data team to develop dashboards to clearly communicate performance and commercial impact.

Requirements

  • 2-4 years of hands-on experience running email marketing campaigns from creative concept through to analysis and reporting.
  • Demonstrated success in delivering email marketing campaigns with clear commercial outcomes.
  • Strong understanding of CRM fundamentals
  • Proven experience in creative ideation, briefing, and performance optimisation.
  • Experience using CRM platforms (e.g. Braze, Salesforce, Iterable, Mailchimp)
  • Strong experience with analysing and interpreting large data sets to drive actionable insight.
  • Degree in Business, Marketing, or equivalent relevant experience.

Benefits

  • Competitive salary – carefully benchmarked.
  • Holidays – 25 days plus UK public holidays. Your birthday off, plus one extra day for every year at Freetrade.
  • Enhanced pension – We’ll match your contributions up to 5%.
  • Group Life Insurance – Protect your loved ones with coverage at 5x your salary, ensuring financial security in any circumstance.
  • Private Health Insurance - Which includes access to high quality medical care, mental health support, dental and vision plans, Wellness programs and preventative care initiatives are also provided to ensure the wellbeing of your entire family.
  • Bonus Scheme - join us and share in our growth. Bonuses are linked to both company success and your individual impact.
  • Income Protection Cover – Safeguard your income with comprehensive coverage, ensuring financial stability in the event of illness or injury.
  • Enhanced parental leave – Time off when it matters most.
  • Flexibility for those who need it – We’re office-first, but life happens. Whether you’re a parent or have care responsibilities, we focus on output and trust you to manage your time.
  • Learning & Development – We fund industry qualifications so you can grow as a financial services professional.
  • Cycle to Work scheme – Get a high quality bike and gear through our salary sacrifice scheme, spreading the cost with tax free monthly installments.
  • Paid Sick Leave – Receive 10 days of fully paid sick leave each calendar year.

Job title

CRM Specialist

Job type

Experience level

JuniorMid level

Salary

£38,000 - £52,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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