Education & Training Consultant
Employer: Capita
Location: 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.
Working hours: Full Time
Salary: Not listed
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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
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