Home based role with monthly travel to the Liverpool office and additional national UK travel to deliver training events.
Job Title: Education & Training Consultant
Location: Liverpool, United Kingdom
Time Type: Full time
Contract Type: Permanent
Key Accountabilities
- Client Engagement & Strategy
Build and develop client relationships, gaining an understanding of workforce demographics and communication needs under guidance from senior staff. Deliver education sessions and contribute to engagement approaches, supporting tailored pension education strategies. Apply good practice in pensions communication and behavioural insight, focusing on clear, accessible delivery while building confidence and capability in adapting engagement techniques.
- Content Development & Delivery
Design high‑quality educational materials for webinars, workshops and one‑to‑one sessions across various channels. Ensure all content is inclusive, easy to understand and fully compliant with regulatory requirements. Liaise with technical and compliance teams to maintain accuracy, update materials with current legislation and review annually. Proactively identify and escalateto the Manager any risks encountered during member delivery, ensuring timely resolution and mitigation. Maintain adherence to all regulatory and internal control standards throughout the content development and delivery process.
- Client Relationships
Develop and maintain effective working relationships with the CSPS delivery team. Keep regular contact with all clients in the portfolio and develop broad knowledge of services offered by the wider business. Focus on client satisfaction and business retention. Ensure all client meetings are conducted on time, with agendas, meeting notes, and action points followed up. Run clients in accordance with the Statement of Work and stay current with legislation, market trends, and best practice. Undertake other tasks or specific project work as required.
- Commercial Contribution & Opportunity Identification
Identify opportunities to enhance or expand services and escalatetothe Manager. Contribute to proposals, insight papers and sales conversations.
- Innovation and Continuous Improvement
Monitor trends in pensions engagement, digital learning and behavioural science to inform strategy. Evaluate the effectiveness of education initiatives and recommend improvements, identifying opportunities to enhance client value and generate new business.
Experience, Qualifications and Key Skills
- Essential
- Experience in managing client relationships and consultancy.
- Strong understanding of the Civil Service pension scheme or similar public sector schemes and 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, innovate, devise effective solutions and implement them to deadline.
- Desirable
- FPC, APMI, ACII or equivalent / CIPD or equivalent.
Benefits
- Remote working – work from wherever you’re happiest in the UK.
- Competitive salary.
- 23 days’ holiday, rising to 27 (pro‑rata) – with the option to buy more after the 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.
Equal Opportunity Statement
We are an equal opportunity and Disability Confident employer. We strive to provide an inclusive, barrier‑free recruitment process and working environment for everyone.
