Education & Training Consultant

Capita Pensions Solutions is a division of Capita that specialises in providing a wide range of services related to pensions. We focus on creating and implementing resilient and responsible pension strategies to help organisations and their employees secure a more stable financial future. Our services include pensions administration, consultancy, and the latest technology and engagement techniques. Capita Pensions Solutions has been managing pensions for over 50 years, covering pension schemes of various shapes and sizes.

As an Education & Training Consultant, you will deliver pensions education and training that helps members of the Civil Service Pension Scheme to make informed decisions. You support the delivery of workshops, webinars, and one to one sessions across a variety of client types. You work closely with the Education & Training Manager, Senior Education & Training Consultants and internal teams to ensure content is accurate, accessible, and aligned with client objectives and regulatory requirements.
You’ll work with clients/employers handling negotiation of training delivery.

Please note this role is home based but you will be expected to travel into the Liverpool office once a month and there will be national UK travel to deliver training events.

Job title:

Education & Training Consultant

Job Description:

Key Accountabilities

Client Engagement & Strategy

• Build developing client relationships, taking time to understand their workforce demographics and communication needs, with guidance and support from a Senior Consultant or Manager.
• Deliver education sessions and contribute to the development of engagement approaches, supporting the refinement of tailored pension education strategies designed by Senior Consultants or Managers.
• Apply good practice in pensions communication and behavioural insight, focusing on clear, accessible delivery while continuing to build confidence and capability in adapting different engagement techniques.

Content Development & Delivery

• Deliver & contribute to design of high quality educational materials, including webinars, workshops and one to one session across a variety of channels
• Ensure all content is inclusive, easy to understand and fully compliant with regulatory requirements
• Liaise closely with Capita’s technical and compliance teams to follow established processes, ensuring all content is accurate, up to date with current legislation and reviewed annually.
• Proactively identify and escalate to the Manager any risks for the wider business encountered during member delivery to the appropriate teams, ensuring timely resolution and mitigation
• Maintain adherence to all regulatory and internal control standards throughout the content development and delivery process.

Client Relationships

• Developing and maintaining effective working relationships with the wider CSPS delivery team
• Ensuring regular contact with all clients within their portfolio
• Develop a breadth of knowledge about all the services offered by the wider business
• Maintain a client focus and concern for quality, which manifests itself in a high degree of client satisfaction and client/ business retention
• Ensure all client meetings are undertaken on time and to a high standard, prepares agendas, meeting notes and appropriate action points followed up
• Ensure that clients are run in accordance with the Statement of Work
• Keep up to date with legislation, market trends and best practice
• Undertake other tasks or specific project work as necessary

Commercial Contribution & Opportunity Identification

• Identify opportunities to enhance or expand services and escalate to the Manager.
• Contribute to proposals, insight papers and sales conversations

Innovation and Continuous Improvement

• Monitor trends in pensions engagement, digital learning and behavioural science to input into strategy
• Evaluate the effectiveness of education initiatives and recommend improvements
• Identify opportunities to enhance client value and generate new business

Experience, qualifications and key skills

Essential

• Demonstrate some experience in managing client relationships and consultancy
• Strong understanding of the Civil Service pension scheme, or similar public sector schemes and developing an understanding of the UK pension Landscape
• Good communication and presentation skills with the ability to simplify complex topics
• Experience in building, leading and delivering through Microsoft Teams
• Ability to apply flexible thinking and innovate; to devise effective solutions and implement them to deadline

Desirable

• FPC, APMI, ACII or equivalent /CIPD or equivalent

About Capita Pension Solutions

Capita Pension Solutions is one of the UK’s leading pension providers, supporting over 450 schemes and more than 7 million members. We deliver end-to-end pension solutions across administration, data remediation, software, actuarial services, investments, scheme management, and member communications—combining expertise with technology to meet our clients’ evolving needs.

What’s in it for you?

• 💻 Remote working  – work from wherever you’re happiest in the UK
• 💰 Competitive salary
• 🌴 23 days’ holiday, rising to 27 (pro rata) – plus the option to buy more after qualifying period
• ❤️ Paid volunteering day with a charity of your choice
• 🍼 Generous family leave policies – including 15 weeks’ fully paid maternity, adoption, and shared parental leave
• 🚴‍♀️ Cycle2Work scheme, pension, life assurance, and more

🤝 Customer first, always​🧑‍💻 Fearless innovation​✅ Achieve together​💙 Everyone is valued

What we hope you’ll do next

Select Apply now to complete our short application and tell us more about you.

At Capita, we’re committed to providing an inclusive, barrier-free recruitment process and working environment for everyone. We want everyone to have the best chance of succeeding as they move through their application and start their career with us. We are an equal opportunity and Disability Confident employer, we want to hear from you if you’d like to discuss any adjustments you might need during your recruitment process. Please email [email protected] or call 07784 237318 and we’ll get back to you to discuss. For more information about equal opportunities and the types of adjustments we can offer, please visit the Capita Careers website.  Also Access to Work can help candidates with a physical or mental health condition or disability to get support in the hiring process, including communication support at interviews such as a British Sign Language interpreter. If you require this support you can apply for this support at https://www.gov.uk/guidance/apply-for-communication-support-at-a-job-interview-if-you-have-a-disability-or-health-condition-access-to-work. 

Location:

Liverpool

,

United Kingdom

Time Type:

Full time

Contract Type:

Permanent