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5th May

CRM Assistant

— - Forward-thinking Financial Services Company

Cardiff/Hybrid, UK
  • CRM Assistant for forward-thinking financial services brand
  • Hybrid working with flexible hours
  • Competitive salary with great benefits!

We are looking for a CRM Assistant to join a multi-award-winning financial services company based in Cardiff. This company is truly leading the way when it comes to forward-thinking investing, providing simple and inexpensive solutions for their customers. As CRM Assistant, you will join a dynamic team at an exciting time of growth and will support CRM activity, ultimately improving the customer journey. This company is a growing fintech company with a fantastic opportunity for career progression!

If you have CRM experience or experience in a general Marketing position with some exposure to CRM and love the sound of this opportunity, we would love to hear from you!

What you’ll be doing

  • Overseeing projects and schedules, updating project status regularly
  • Collaborate with team to complete campaign briefs within deadlines
  • Implement digital asset management processes
  • Support the team in developing email content, build and broadcasting
  • Gain experience in how to optimise campaigns
  • Work with external suppliers, ensuring assets are provided projects are delivered on time
  • Monitor campaigns and update reports

Experience you’ll need to apply

  • 1-2 years in an in house or agency side marketing role
  • Experience broadcasting emails or delivering marketing campaigns
  • Analytically minded and able to interpret data
  • Understanding of customers and how to implement changes to improve the customer journey
  • Knowledge of financial services is a bonus!

What you’ll get in return

24 days holiday BHs, training, and development opportunities, flexible hours, hybrid working with occasional travel, annual bonus of up to 20% (pro-rata), matched pension scheme, private medical, and much more!

What’s next?

If you have the relevant marketing experience and love the sound of this opportunity, please contact Charlotte at or apply right away!

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Who's managing this role?

Charlotte Farnworth

Charlotte Farnworth

— Recruiter Client Side Marketing