DipPFS Diploma in Regulated Financial Planning
Head of Paraplanning
Alice joined the firm’s administration department in January 2020, having previously worked at a major UK Bank for 9 years. She was subsequently promoted to manage the administration department and then qualified as a paraplanner, having attained the level 4 ‘Diploma in Regulated Financial Advice’.
Alice now leads the paraplanning team in supporting the firm’s advisers. Alice is keen to continue developing her technical knowledge and is working towards completing the level 6 ‘Advanced Diploma in Financial Planning’ to help her better support her colleagues and our clients.
In addition to her paraplanning responsibilities, Alice mentors the firm’s Business Administrator apprentices where she helps coach and develop their skills.
Away from work, Alice enjoys travelling and exploring new places with her husband and spending time with family and friends. Most weekends you will find her running or walking her dogs, Tigger and Coco.