CRM Manager - IFA Partnerships

What is Flagstone?

Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit, and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work.

Each definition shares a common thread: our unique culture. It’s our pride and joy. And our competitive advantage.

A feel for our culture:

To revolutionise the savings market, we need to be at our best. But high performance takes more than talent – it takes a culture of kindness, respect, and growth. That’s why we’re building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it. We may not change the world, but we can change the world of financial technology. And all it takes is a winning mix of drive, talent, and empathy. Our culture celebrates all three.

But enough about us. Let’s talk about you.

Does this sound like you?

A CRM Marketing expert who has ample experience within email marketing including best practice techniques of lead generation to drive acquisition and long-term engagement. Great communication comes second nature to you and are confident in supporting multiple business areas and individuals to deliver key projects.   

What you’ll do:

This role will report into our Head of Digital & CRM and play a crucial part in supporting our partnership journeys at Flagstone through CRM marketing activities driving acquisition, retention and loyalty. Working as part of a newly formed IFA (Independent Financial Adviser) Partnerships squad, your key responsibilities will be as follows:  

• Strategy: Setting the communication strategy for Financial Advisers and Wealth Management partners, alongside the Squad leadership and oversees creation and optimisation of holistic customer journeys.  
• Data: Using data/insight develop, deliver, and execute targeted partner experiences supporting the commercial goals of Flagstone. 
• Email, SMS & Direct Mail: Creating multi-channel journeys aimed at driving partner acquisition, as well as driving engagement and LTV from existing clients.
• Innovation & Martech: Act as Subject Matter Expert in Salesforce Marketing Cloud and associated marketing tools, ensuring that the business gets maximum value from the tool including cross-training Squads and teams as appropriate.  

What you’ll bring:

• Growth: Experience in driving growth through lead generation. 
• ESP Experience:  Deep understanding of using and maximising value from ESPs (Email Service Providers), with a preference for Salesforce Marketing Cloud. 
• Communication: Ability to contribute to creation of an affective communications strategy, covering all parts of the client lifecycle from awareness to advocacy. 
• Marketing Automation: Experience of using marketing automation to improve processes and deliver value 
• Analytics: Strong analytical skills, identifying actionable insights and optimising opportunities through regular reporting to stakeholders. 

How we reward you:

At Flagstone, the benefits extend beyond false gifts like “fruit and snacks”. Instead, we invest in your health, wealth, and professional development. Here’s a selection of our benefits:

• Hybrid working - Spend at least 1 day a week with your team in our collaborative London office
• Flexible benefits budget - a pot to fund meaningful benefits for you, whether it's hormone or fertility testing, cancer screening, neuro-diversity coaching or something that matters for you.
• A range of salary sacrifice options to help you make tax efficient savings on electric cars, nursery schemes, home and tech goods.
• Around the World scheme - 3 months work from anywhere scheme
• Mental wellbeing support – Access therapy and mental health sessions through Spill
• Learning and development – £1,000 personal development budget to help you grow in your role.
• Private health care - Enjoy all the benefits AXA has to offer, including reduced gym memberships and medical history disregarded
• Medical cash plan - To help you with the costs of dental and optical expenses
• Life insurance and Income Protection- four times your annual salary for peace of mind
• Matched pension contributions up to 5%
• 25 days holiday - plus bank holidays, well-being days and volunteering days
• Enhanced Parental Leave – enhanced maternity, paternity and adoption pay.  

All are welcome

At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.