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
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Insights
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