1. Name:Caroline Ndambiri
Address:Weybridge,Surry
Mobile Number:07504806591 / E-Mail:caroline_ndambiri@live.co.uk
I take pride in my work, treat colleagues and clients with respect and very confident in my ability as I have been fortunate to gain a wealth of knowledge and skills while working for
Legal and General.
Skills
 Communication-Ability to address individuals at all levels by tailoring my communication style as required to convey complex information in a simple, jargon-free manner.
The message is delivered quickly and effectively, given the high-paced nature of the finance profession.
 Teamwork-An effective team workers who fits seamlessly into existing structures, assist my colleagues, and work earnestly towards collective goals.
 Organization-As an organized professional I use my resources effectively to hit deadlines and deliver great output with a high productivity rate.
 Work Maturity- Maintain punctuality, listen and follows directions, stay on task, address managers in an appropriate manner, communicate accurately, accept constructive
criticism.
Education
Self-Study CFA Level 1 – Current
Master of Business Administration-Merit Qualification
Bachelors of Commerce Degree(Finance Option) -Honours Qualification
2016 - To date- Legal and General Investment Management - Service Specialist, DC pensions, Kingswood-Surrey
Pension Transfer- Transfer In Team
 Payment Processing – Receipting of Funds Transferred from the Ceding scheme by taking into consideration factors such as the payment method (BACS or Cheques), the
date the funds are received, or if multiple payments relating to a pension holder looking into consolidating their funds have been received (the source of funds could be
from the same ceding scheme/Provider or different schemes/Provider).
 Applying the funds transfer to the member’s plan by ensuring that both the right commission details (relating to IFA) arecaptured, the members fund choice is applied and
the accurate Pension Scheme TaxReference number (PSTR) relating to the scheme is captured.
 Ensuring that Unit statements (that show the funds transfer value to dateand funds invested) are issued to members as soon as the Funds Transfer process is complete.
Annual Reviews – Transfer In Team
 Investigating Transfer In cases that are incomplete by liaising with both the Ceding scheme and the Pension holder wishing to transfer their funds into Legal& General. By
engaging in telephone dialogues with both parties, I aim to resolve cases that have stalled by determining the reasons why and finding solutions or closing the cases where
the member no longer wishes to go ahead with the pension transfer process.
 Documenting all correspondence in an accurate and timely manner.
Annual Reviews- IncomeDrawdown Team
Preparing and Issuing Income Drawdown Annual Review Statements to members – This updates the member on their current position of their flexi-access drawdown arrangement,
also giving them an indication of the possible future benefits they might receive.
Handling Inward Mail
Involves receiving, opening, stamping, recording, and distributing the mail.

2. Name:Caroline Ndambiri
Address:Weybridge,Surry
Mobile Number:07504806591 / E-Mail:caroline_ndambiri@live.co.uk
Operating Systems
EG Operational Intelligence, FPF, AWD® business process management (BPM) application, EPRID
2013-2015- Career Break to raise my son
This experience continually enhances my creative problem solving, skills, multi-tasking, and time management skills.
2011-2013- Oakam-Loan Advisor, Shepherds Bush and Kilburn Stores
 Responsible lending; assessing the borrower’s affordability to determine the ability to make repayments as they fall due over the life of the credit agreement.
 Explaining to the borrower of the different types of loans, repayments, repayment periods, and loan interest.
 Establishing the borrowers Credit history to determine his/her responsibility in paying debts.
 Filing; Keeping a record of the loan contract, credit history, financial statements, and copies of their identification documents.
 Operating the cash till; Money Gram, cash loan payments, loan repayments.
 Meeting set targets
 Organizing the Marketing Plan for the store
2010-2011-Water Cooler Company - CustomerAccount Manager, London
 Generating new business by responding to customer’s enquiries, organizing for site surveys, and recommending the best option that suits their budget and needs.
 Scheduling of the installation and the maintenance of rented watercoolers by liaising with both the installation engineer and the client.
 Updating and maintaining the records of existing customers; private and business clients.
 Keeping clients happy by solving problems as quickly and as efficiently as possible.
 Maintaining a billing schedule that ensured that invoices to a client were sent out on the same day each month decreasing the likelihood of them being unpaid.
 Credit Control; maintaining a good business relationship with the account managers, invoicing on time, sending both hard and soft copies of invoices to the right person.
2007- 2008 Techno serveKenya - Entrepreneurship Programme, Nairobi, Kenya
 Facilitating the mentoring process by linking the protégé with a suitable mentor from the appropriate business sector.
 Developing and coordinating training schedules; Liaising with stakeholders including; Packaging and distribution of training resource materials to the trainers and
participants.
 Providing logistical support to the trainers and participants.
2005-2006 -Barclays Bank of Kenya – KYC -Customers’ DatabaseReview Project
 Reviewing existing accounts for authenticity and updating them accordingly.
 Identifying discrepancies and offering recommendations.
 Uploading data of new and existing corporate and retailclients.

3. Name:Caroline Ndambiri
Address:Weybridge,Surry
Mobile Number:07504806591 / E-Mail:caroline_ndambiri@live.co.uk
QUALIFICATIONS
University Of Wales Institute, Cardiff- Master of Business Administration-Merit Qualification-5th November2010
Subjects Covered; Technology Management, StrategicFinancial Management, Managing Human Capital, Strategicand Innovative Marketing, Research Methodology, Business
Strategyin Global Environment, Corporate Finance, Investment Management and Capital Markets
University Of Nairobi- Bachelors of Commerce Degree (Finance Option) -Honours Qualification – 7th December 2007
Subjects Covered; Communication Skill, Accounting, Economics, Management Mathematics, Business Statistics, Risk and Insurance, Marketing, Business Law, Public Relations,
Banking Practice, International Finance, Financial Statement Analysis, Corporate Finance
REFERENCES
Available on request