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?

You enjoy building meaningful communication journeys that help customers and partners get real value from a product or service.

You’re comfortable working across teams, turning insights into action and bringing ideas to life through well-crafted campaigns. You care about the details, but you’re equally motivated by the bigger picture — how marketing can drive growth and strengthen relationships.

If you’re someone who enjoys combining data, storytelling and marketing technology, this role could be a great fit.

What you’ll do:

You’ll report into our Head of Digital & CRM and work as part of our IFA (Independent Financial Adviser) Partnerships squad. Together, you’ll help shape how we communicate with our adviser and wealth management partners across the full lifecycle.

Your responsibilities will include:

CRM strategy
Helping shape the communication strategy for our financial adviser and wealth management partners, working closely with squad leadership to design and optimise end-to-end journeys.

Customer insight and data
Using data and insights to develop targeted experiences that support Flagstone’s commercial goals and improve engagement.

Campaign delivery
Creating and managing multi-channel campaigns across email, SMS and direct mail, designed to attract new partners and deepen relationships with existing ones.

Marketing technology
Acting as a subject matter expert for Salesforce Marketing Cloud, helping ensure the business gets the most value from our CRM tools and supporting teams across Flagstone to use them effectively.

What you’ll bring:

We’re looking for someone who enjoys working in a collaborative environment and is excited by the opportunity to shape CRM marketing in a growing fintech business.

You’ll likely bring:

• Experience using CRM and marketing automation to support customer growth and engagement

• A strong understanding of email marketing and lifecycle communications

• Experience working with Email Service Providers, ideally Salesforce Marketing Cloud (or similar)

• Confidence analysing campaign performance and identifying opportunities for improvement

• The ability to translate insights into clear actions and campaigns

• Strong communication skills and the ability to work with stakeholders across the business

Experience working with financial services, fintech or adviser audiences would be helpful, but it’s not essential.

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.