Mollie Sheppard
Corporate Benefits Administrator
Financial Planning
Qualifications
- •MSc Finance &
- •Investment
Introducing Mollie
I hold a BSc in Mathematics and an MSc in Finance & Investment, which laid the foundation for my analytical and financial expertise. I began my career in financial services as a Tax Associate before transitioning to a high-level PA role, where I supported 12 directors. My role involves supporting scheme renewals and reviews, collecting and analysing member data, and resolving queries from both clients and providers to ensure the smooth and compliant management of each scheme. I specialise in group risk schemes and workplace pensions.
Tell me more
What do you enjoy most about your job?
No two days are ever the same. Each day brings new challenges, opportunities, and interactions, which keeps things dynamic and interesting.
How do you like to spend your time outside of work?
I enjoy baking, spending quality time with family, and travelling.
One thing that is guaranteed to make your day better...
An empty inbox!
What made you decide to do the work you're currently doing?
The flexibility to make the role my own, combined with the chance to continuously learn and evolve, made it a perfect fit.
What is one personal rule that you never break?
Always be kind to yourself and others.
What would your specialist subject be on Mastermind?
Orchids - after helping my partner through a season of flower shows, I’ve picked up so much that I now feel like a bit of an expert!
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.