Learner Support Specialist

MDD Forensic Accountants

Learner Success Associate supporting B2C learners across Davies’ Professional Qualifications & CPD portfolio. Providing guidance, support, and communication to help learners achieve their goals.

Posted 7/8/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in providing Information, Advice and Guidance (IAG) on UK qualification pathways and learner progression, while effectively building relationships to enhance learner engagement and retention. Proficient in capturing feedback and insights to drive continuous improvement in learner services and support B2C sales performance.

Highest-signal resume keywords

DipPFS QualificationCII Qualifications KnowledgeLearner Engagement SkillsExcellent Communication SkillsCommercial Awareness

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Information, Advice and Guidance (IAG)Learner Progression PathwaysCustomer Support ExperienceAdministrative SkillsMarket Insight Capture

Soft Skills

Relationship-BuildingProactive CommunicationOrganizational SkillsTime-Management Skills

Tools & Technologies

Microsoft OfficeMailchimpEmail PlatformsSocial Media Channels

Certifications & Qualifications

DipPFS Qualification

Industry Keywords

Financial ServicesInsuranceProfessional EducationB2C SalesLearner Retention

About the role

Key responsibilities & impact

Act as a primary point of contact for B2C learners across Davies’ Professional Qualifications & CPD portfolio.
Provide accurate information, advice and guidance (IAG) on UK qualification pathways, study options, examination requirements, career progression opportunities and progression routes.
Build positive and supportive learner relationships that encourage confidence, engagement, retention and achievement.
Respond to B2C learner enquiries promptly and professionally, ensuring resolution within agreed service levels.
Support structured learner communications and engagement activity across key points in the learner lifecycle, including exam support, workshop promotion and progression messaging.
Support learner acquisition activity by contributing insight, content ideas and learner-facing messaging that help prospective learners understand Davies’ Professional Qualifications & CPD offer and take confident next steps.
Escalate learner concerns, complaints, confusion points or risks appropriately to ensure timely resolution and a consistent learner experience.
Capture learner feedback, enquiry themes and market insight to support continuous improvement of products, services, communications and learner journeys.
Identify potential progression, cross-sell and employer-led or B2B opportunities arising from learner interactions and refer these to relevant colleagues where appropriate.
Maintain accurate learner records, enquiry notes and administrative systems in line with company procedures and data protection requirements.
Collaborate with colleagues across Client Success, Marketing, Product, Delivery, Operations and Business Development to ensure learner-facing activity is joined-up, commercially aligned and supports both learner acquisition and retention.
Contribute to B2C sales, retention and revenue performance by supporting learners to make informed decisions and progress confidently through relevant products and pathways.
Represent Davies professionally in learner interactions and, where appropriate, through relevant UK-based professional networks, events and sector activity, helping to build market visibility and awareness of Davies’ Professional Qualifications & CPD offer.

Requirements

What you’ll need

DipPFS qualification through the Chartered Insurance Institute (CII), or actively working towards completion
Strong understanding of CII qualifications, UK financial services & insurance qualification pathways, learner progression routes and how professional learning supports career progression
Experience supporting customers, learners or clients in a service-focused environment, ideally within financial services, insurance or professional education
Excellent verbal and written communication skills, with the ability to provide clear information, advice and guidance (IAG) and explain complex qualification, study, progression and career development information confidently
Strong relationship-building and learner engagement skills, with the ability to build trust, encourage motivation and support learner retention
Proactive approach to learner communications, including identifying when learners may need additional support, encouragement or signposting
Ability to recognise progression, cross-sell, upsell or employer-led opportunities from learner conversations and refer them appropriately
Commercial awareness and an understanding of how learner acquisition, support, retention and progression contribute to B2C sales and revenue performance.
Ability to capture, organise and communicate learner feedback, enquiry themes and market insight to support continuous improvement
Excellent administrative skills, attention to detail and confidence maintaining accurate learner records, enquiry notes and support actions
Strong organisational and time-management skills, with the ability to prioritise workload and manage competing learner and business demands
Competent user of Microsoft Office applications, including Outlook, Teams, Excel and Word
Experience working independently and collaboratively within a remote team, with confidence communicating across internal teams and external stakeholders
Industry experience within financial advice, financial planning or related professional services (Desirable)
Experience using email platforms, such as Mailchimp, and social media channels to support learner acquisition, communications, engagement and promotional activity. (Desirable)
Experience contributing to market visibility, networking or sector engagement activity, including building professional relationships externally. (Desirable)

Benefits

Comp & perks

Reward platform – discounts for over 800 retailers
25 days holiday (rising with service)
Well-being centre
Recognition programme
Paid fertility appointments
Fostering friendly employer
Pension - matched contribution at 5%
Life Assurance (4 x basic salary)
Development, training, and professional qualification