Lincoln
Alice Maloney
Senior Paraplanner
Important information
Qualifications
- Diploma in Regulated Financial Planning (DipPFS)
- Certificate in Insurance (Cert CII (FS) (MP))
- Level 3 Certificate in Financial Administration and Planning (CeFAP)
- Certificate in Mortgage Advice (CII)
- CF8 Award in Long Term Care Insurance (CII)
- Certificate in Equity Release (CII)
This level 3 award develops the knowledge and understanding of long-term care cover, including legal, taxation and regulatory issues and the responsibilities of local authorities.
Get to know Alice
I joined Flying Colours as an administrator in 2018. Before this I’d worked at two local IFA firms. I then moved into paraplanning as a trainee, moving up to paraplanner, then senior paraplanner in 2023.
My day-to-day role includes liaising with advisers, administrators, and providers, researching different products and providers, and writing client reports.
Outside of work
Outside of work, I love to be outside walking with my Cocker Spaniel Woody, getting into a good book, eating out, and spending time with my nearest and dearest.
What do love about your job?
What do you love about Flying Colours?
Absolute loves
Pet hates
Insights
Get expert tips straight to your inbox
Want insights into managing your wealth and protecting your finances? Our monthly newsletter shares clear, practical guidance to help you plan ahead, avoid costly mistakes, and make confident financial decisions.