Mollie Bishop
Paraplanner at Pure Wealth Management- Claim this Profile
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English Native or bilingual proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Rob Hoey ACSI DipFA
Mollie has worked profusely on personal development while in Barcelona. Her work ethic is second to none and this helps push other people to reach her level. She is always trying to benefit the client and is an extremely easy going person that can speak to absolutely anyone.
Andrew.J. Barros ACSI
I have had the pleasure to have worked with Mollie and currently still do, she is model example of deVere's graduate programme. She has great enthusiasm and drive within the role and for the industry, she has a keen eye for detail and always looking to expand her knowledge and qualifications within wealth management. Excellent team player and joy to have in the office, the future is bright and see a long prosperous career within deVere, would not even hesitate to suggest she will be in a management role long term.
Rob Hoey ACSI DipFA
Mollie has worked profusely on personal development while in Barcelona. Her work ethic is second to none and this helps push other people to reach her level. She is always trying to benefit the client and is an extremely easy going person that can speak to absolutely anyone.
Andrew.J. Barros ACSI
I have had the pleasure to have worked with Mollie and currently still do, she is model example of deVere's graduate programme. She has great enthusiasm and drive within the role and for the industry, she has a keen eye for detail and always looking to expand her knowledge and qualifications within wealth management. Excellent team player and joy to have in the office, the future is bright and see a long prosperous career within deVere, would not even hesitate to suggest she will be in a management role long term.
Rob Hoey ACSI DipFA
Mollie has worked profusely on personal development while in Barcelona. Her work ethic is second to none and this helps push other people to reach her level. She is always trying to benefit the client and is an extremely easy going person that can speak to absolutely anyone.
Andrew.J. Barros ACSI
I have had the pleasure to have worked with Mollie and currently still do, she is model example of deVere's graduate programme. She has great enthusiasm and drive within the role and for the industry, she has a keen eye for detail and always looking to expand her knowledge and qualifications within wealth management. Excellent team player and joy to have in the office, the future is bright and see a long prosperous career within deVere, would not even hesitate to suggest she will be in a management role long term.
Rob Hoey ACSI DipFA
Mollie has worked profusely on personal development while in Barcelona. Her work ethic is second to none and this helps push other people to reach her level. She is always trying to benefit the client and is an extremely easy going person that can speak to absolutely anyone.
Andrew.J. Barros ACSI
I have had the pleasure to have worked with Mollie and currently still do, she is model example of deVere's graduate programme. She has great enthusiasm and drive within the role and for the industry, she has a keen eye for detail and always looking to expand her knowledge and qualifications within wealth management. Excellent team player and joy to have in the office, the future is bright and see a long prosperous career within deVere, would not even hesitate to suggest she will be in a management role long term.
Credentials
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(R04) Pensions and Retirement Planning
Chartered Insurance InstituteSep, 2021- Sep, 2024 -
(R01) Financial Services, Regulation and Ethics
Chartered Insurance InstituteFeb, 2019- Sep, 2024 -
(R05) Financial Protection
Chartered Insurance InstituteDec, 2018- Sep, 2024 -
International Certificate in Wealth & Investment Management
The Chartered Institute for Securities & Investment (The CISI)Dec, 2017- Sep, 2024 -
Introduction to Securities and Investment
The Chartered Institute for Securities & Investment (The CISI)Oct, 2017- Sep, 2024
Experience
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Pure Wealth Management
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United Kingdom
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Financial Services
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1 - 100 Employee
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Paraplanner
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Oct 2019 - Present
I provide support in respect of Pensions, Investments, Protection, Tax Planning, Estate Planning and Mortgages. In working towards becoming an Independent Financial Adviser, I am currently undertaking the CII Diploma in Regulated Financial Planning alongside my role. I provide support in respect of Pensions, Investments, Protection, Tax Planning, Estate Planning and Mortgages. In working towards becoming an Independent Financial Adviser, I am currently undertaking the CII Diploma in Regulated Financial Planning alongside my role.
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Lycetts
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United Kingdom
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Insurance
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100 - 200 Employee
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Paraplanner
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Feb 2018 - Oct 2019
I provide administrative support in respect of pensions, bonds, investments, life assurance, structured products and EIS's for corporate and personal clients. I provide administrative support in respect of pensions, bonds, investments, life assurance, structured products and EIS's for corporate and personal clients.
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deVere Group
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United Arab Emirates
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Financial Services
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700 & Above Employee
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Associate Wealth Adviser
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Jun 2017 - Jan 2018
I work as part of a specialist team who are dedicated to helping expats throughout Western Europe. Primarily, we help to assist those who have a UK pension. We ensure clients obtain up to date valuations in order to understand fully what they are entitled to, the structure of their pension, and who administers their pension. We can then advise them on what opportunities are available to them going forward. deVere also ensure that clients are aware of issues such as; the impacts of Brexit, the implications of a huge deficit, and the consequences of the PPF (Pension Protection Fund). This helps us assess what effects this could have on them and allows us to assist them fully. Not only do we focus on pensions, but we can also offer a wider range of investment advice, from investing in properties to regular savings planning.
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Community
