CRM Marketing and Client Insight Analyst

Hargreaves Lansdown; Bristol; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading investment platform in Bristol is seeking a CRM Marketing & Client Insight Analyst to analyze data and enhance client engagement. The ideal candidate has strong SQL skills and experience in data analysis, with a focus on improving marketing personalization. The role offers a hybrid working model with competitive benefits including flexible working options and a discretionary annual bonus.

Benefits

Discretionary annual bonus

25 days holiday plus bank holidays

Pension scheme up to 11% employer contribution

Enhanced parental leave

Private medical insurance

Qualifications

• Strong analytical and problem-solving skills.
• Experience with statistical analysis and A/B testing methodologies.
• Ability to influence cross-functional teams.

Responsibilities

• Analyzing CRM, marketing, and client engagement data to identify trends.
• Building and maintaining dashboards and reports.
• Supporting test-and-learn initiatives for personalized communications.

Skills

Analytical skills

Problem-solving skills

Communication skills

Attention to detail

Influencing skills

Education

Experience in a data analyst role

Familiarity with CRM platforms

Tools

SQL

Power BI

Tableau

Python

R

Job description

Excited to grow your career?

Our purpose is to make it easy for people to save and invest for a better future. We are looking for great people to join us, so please come and invest in YOUR future at HL.

We know that sometimes people can be put off applying for a job if they don't tick every box. If you're excited about working for us and have most of the skills or experience we're looking for, please go ahead and apply. We'd love to hear from you!

About the role

Hargreaves Lansdown is undergoing major transformation and Marketing is central to that change. We’re evolving fast, with a sharp focus on content, brand, product marketing, performance, website and CRO. We’re building a joined-up, insight-driven marketing function that delivers measurable impact from powerful brand storytelling and high-converting content to optimised digital journeys and data-led performance. We’re raising the bar, streamlining how we work, and unlocking new opportunities to grow, engage and convert, setting a new standard for marketing at HL.

We are now recruiting for a CRM Marketing & Client Insight Analyst who is naturally curious and passionate about using data to better understand our clients. In this role, you'll support the CRM Marketing & Client Insight Manager to turn customer data into meaningful insights that help us design more relevant, emotionally resonant experiences across the client journey. You'll work with rich customer data sets to uncover patterns, measure performance, and continuously improve how we engage with clients-helping us build stronger, more personal connections at every touchpoint.

What you'll be doing

• Analysing CRM, marketing, and client engagement data to identify trends and support business decisions.
• Working with the Senior Analyst to build and maintain regular dashboards and reports for key stakeholders.
• Contributing to client segmentation, lifecycle analysis, and measurement of campaign and journey effectiveness.
• Supporting the development of test-and-learn initiatives to improve personalization and relevance of communications.
• Conducting data quality checks and ensure the accuracy and reliability of reporting outputs.
• Presenting and sharing data with marketing, digital, and technology teams to drive insight-driven improvements to client engagement.
• Translating data into clear, actionable insights through visualizations and concise summaries.

About you

• Strong analytical and problem-solving skills.
• Proficiency in SQL and data visualization tools (e.g., Power BI, Tableau).
• Experience with statistical analysis and A/B testing methodologies.
• Excellent communication and presentation skills including the ability to influence cross functional teams.
• Ability to influence in a cross-functional team environment.
• Attention to detail and commitment to data quality.
• Previous experience in a data analyst role, preferably within a marketing or CRM context.
• Familiarity with CRM platforms and customer data management.
• Knowledge of Python or R for data analysis is a plus.
• Understanding of GDPR and data privacy considerations in marketing analytics.

Interview Process

This will be a two stage process with task.

Working Schedule

This role is based in our Bristol head office (BS1 5HL) and we offer a hybrid working pattern, with a minimum of two days in the office per week.

Why us?

Here at HL, we're the UK's number 1 investment platform for private investors, based in Bristol. For more than 40 years we've helped investors save time, tax and money on their investments.

To achieve our mission, we believe we have a workplace like no other, with constant learning, dynamic teams, and a great ethos. We're steered by core values that promote service, quality, innovation, and opportunity in everything we do.

What's on offer?

• Discretionary annual bonus* and annual pay review
• 25 days* holiday plus bank holidays and 1-day additional Christmas closure
• Option to purchase an additional 5 days holiday**
• Flexible working options available, including hybrid working
• Enhanced parental leave
• Pension scheme up to 11% employer contribution
• Income Protection and Life insurance (4 x salary core level of cover)
• Private medical insurance*
• Health care cash plans - including optical, dental, and out patientcare
• Health screening programme
• Help@hand - confidential support including mental health counselling and remote GP
• Wellhub - unlimited access to fitness providers and wellness coach sessions
• Variety of travel to work schemes with bike storage and shower facilities
• Inhouse barista and deli serving subsidised coffee and sandwiches
• Two paid volunteering days per year

* dependant on role level

** only available to select during our annual benefits window, in November each year

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.

Please note, we are unable to provide employment sponsorship to candidates.

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