Results-driven pensions officer with a solid foundation in organizational skills, communication, and problem-solving. Proven ability to collaborate effectively with teams and manage multiple tasks under pressure. Prepared to leverage and enhance these skills in a leadership role.
Overview
18
18
years of professional experience
Work history
Pensions Officer
West Midlands Pension Fund, Wolverhampton Council
Wolverhampton, West Midlands
01.2025 - Current
Assisted in implementing process improvements to support operational efficiency in pension administration tasks, successfully helping to create IFA(Interfund) Team in Transactions and Exit Department.
Maintain compliance with pensions legislation and best practice guidelines consistently through knowledge gained in the LGA Level 3 qualification course.
Utilised specialist pensions software to manage huge volume of case load and data effectively.
Resolved complex queries from members, other LGPS Funds, Employers and other departments within the Fund promptly.
Calculated complex benefits and communicated findings to members and other LGPS Funds effectively and promptly.
Contributed actively to team meetings to address member-specific issues collaboratively.
Trained and onboard new staff to strengthen team capabilities, and promote knowledge sharing through development of process and workflow manuals.
Pensions Assistant
West Midlands Pension Fund - Wolverhampton Council
Wolverhampton, West Midlands
03.2023 - 12.2024
Calculated pensions and benefits, helping members make decisions regarding available benefit options.
Assisted in training staff to compute pension benefits.
Processed general clients and member updates including leavers, entrants, retirements, transfers and singular switch request.
Created a transfers team glossary for new entrants into the transfers team and the wider transactions and exit department.
Actioned complex and diverse refunds and deferments for members in the LGPS pension scheme.
Handled Club and Non Club Transfer In for LGPS members.
Managed a wide range of Interfund In cases for LGPS members and selected as part of the Interfund In project team.
Executed a huge volume of retirement quotes, processing active and deferred quotes.
Responded to personal and email enquiries with the utmost regard for discretion and confidentiality. .
Crafted non-standard correspondence for complex cases that need further detail and explanation.
Bookkeeper
KBM Chartered Certified Accountants
Birmingham, West Midlands
10.2020 - 02.2023
Processed sale and purchase invoices including refunds and returns using Sage line 50 and QuickBooks.
Created sales, purchase ledgers and produced accurate general ledger entries with Sage 50 and Quick books.
Input sales, purchase and cash transactions.
Reconciled all company accounts, including credit cards and expenses.
Lodged tax returns and VAT filings with HMRC.
Produced monthly and Quarterly management account.
Completed final trial balance for companies from IT, Construction and Retails sector.
Monthly Journal Accruals, Prepayments, Depreciation and other control accounts.
Academic Coach
University Of Wolverhampton
Wolverhampton, West Midlands
09.2008 - 07.2018
Delivered well-structured 1:1 support sessions to students with learning difficulties, improving their exam scores by up to 40%.
Ensured achievement of learning goals, providing detailed and regular feedback to teachers on student progress.
Encouraged students to work together to complete projects and solve problems.
Maximised student engagement and receptive learning by educating students using individualised instructional approaches.
Delivered additional learning support opportunities to small student groups, enabling improved academic confidence.
Applied student assessment information to personalise support for students struggling in mathematics.
Education
Master of Arts - Marketing Management
University of Wolverhampton
Wolverhampton
Bachelor of Science - Accounting and Finance
Delta State University
Skills
Written and oral communication
Microsoft Office proficiency
Creative problem solving
Interdepartmental collaboration
Report writing
Conflict resolution
Logistical organization
Delegation and motivation
Customer service excellence
Time management
Pressure resilience
Adaptability and attention to detail
Team building
Community Service
Parent Governor at St Mary's Catholic Primary Academy, Wolverhampton.
Timeline
Pensions Officer
West Midlands Pension Fund, Wolverhampton Council
01.2025 - Current
Pensions Assistant
West Midlands Pension Fund - Wolverhampton Council
LIFE AND PENSIONS ADMINISTRATOR at DILIGENTA/LLOYDS BANKING GROUP, SCOTTISH WIDOWSLIFE AND PENSIONS ADMINISTRATOR at DILIGENTA/LLOYDS BANKING GROUP, SCOTTISH WIDOWS