Customer Marketing Executive

At AJ Bell, we believe investing should feel good. A big part of that is giving customers clear, timely communications that help them understand their options and feel confident about the decisions they make.

As a Marketing Executive in our Direct-to-Consumer Marketing team, you’ll help bring that to life. From emails and customer journeys to campaigns such as Tax Year End and Refer a Friend, you’ll help create communications customers can understand and trust, while developing your skills and learning how great customer marketing comes together in a regulated business.

What you'll do

• Help make investing easier to understand by supporting clear, relevant customer communications across email and other channels.
• Support campaigns such as Tax Year End and Refer a Friend, helping turn ideas into communications that reach customers at the right time.
• Work with our CRM and Strategy & Insights teams to understand customer behaviour and use insight to make communications more relevant.
• Write clear marketing briefs that help turn campaign ideas into effective customer communications.
• Collaborate with Brand, Product, Legal, Compliance and Data, seeing first-hand how customer marketing comes together across AJ Bell.
• Help build customer trust and confidence by making sure communications are accurate, appropriately approved and meet our regulatory standards.
• Use campaign results and customer insight to learn what works, test new ideas and help make future communications even better.
• Support good outcomes for retail customers, including our responsibilities under Consumer Duty.

What you'll bring

• At least one year’s experience in customer marketing, with some knowledge of email marketing.
• Strong attention to detail and excellent proofreading skills.
• An understanding of what makes customer communications clear, accurate and engaging.
• Curiosity and creativity, with the confidence to ask questions and explore new ideas.
• A data-led mindset and an interest in testing, learning and improving.
• The ability to interpret data and customer insight and use it to inform your approach.
• Good organisational skills and the ability to work collaboratively with different teams.
• A good working knowledge of Microsoft Office.

About AJ Bell 

At AJ Bell, we believe investing should feel good. Whether you're looking for an ISA, pension or dealing account, whether you want to invest with the help of a financial adviser or do it yourself, we have easy-to-use solutions to suit people from all walks of life.

We're one of the UK's fastest-growing investment platform businesses, trusted by everyone from professional financial advisers to first-time investors.

Today, over 762,000 customers trust us to manage more than £121.5 billion of assets. By continually striving to make investing simpler and more accessible, we're helping more people take control of their financial futures.

We're proud to be recognised as a Great Place to Work® for the past two years, building on six consecutive years as one of the UK's Best 100 Companies to Work For. It's recognition we're proud of and a reflection of the supportive and collaborative culture we strive to create for our people.

What we offer 

• Salary £30,000 - £35,000 depending on experience
• 25 days holiday, increasing with service + buy/sell scheme + bank holidays 
• 6% Pension with matched contributions 
• Discretionary bonus scheme 
• Share schemes (including free shares and BAYE) 
• Health Cash Plan and discounted private healthcare 
• Free gym membership
• Enhanced family leave (subject to qualifying criteria) 
• Travel and bike loan schemes 
• Employee Assistance Programme 

Life at AJ Bell 

• Regular social events including summer and Christmas parties 
• Learning and development opportunities tailored to you 
• Casual dress code 
• Friendly, supportive team environment 

Our ways of working 

We offer hybrid working, with a minimum of 50% of your working time per month spent in the office. 

For new starters, there’s an initial period of full-time office working to help you settle in and build relationships. 

Inclusion & diversity 

We’re committed to creating an inclusive environment where everyone feels respected and able to be themselves at work. 

We welcome applications from all backgrounds and make hiring decisions based on skills, experience and potential. 

Your application, reviewed by people

We believe great hiring starts with people. That's why every application is reviewed by a member of our Recruitment team, rather than screened by AI. It may take us a few days to get back to you, but please be assured that your application will be given the time and attention it deserves.