The Chartered Institute for Securities & Investment (CISI) has appointed St James’s Place Paraplanner Sally Plant as its new head of Financial Planning.
She will replace Jacqueline Lockie CFP Chartered FCSI who is standing down as CISI head of Financial Planning after four years in the role.
Ms Plant currently works for Robur Wealth Management, a partner practice of St James’s Place Wealth Management where her role covers Paraplanning and business development.
She previously worked for the CISI between 2005-2016 and helped build early relationships in the Middle East, as well as working with the CISI’s major clients in the UK, both wholesale and retail.
In her last role as head of education development, she was part of the CISI’s executive team and responsible for expanding the Institute’s schools, university and apprenticeship programmes.
CISI CEO Simon Culhane Chartered FCSI said: “We are very pleased indeed to welcome Sally back to the CISI. Her skills and experience will be invaluable as we look to grow the number of CFP Professionals in both the UK Financial Planning and wealth management communities.”
Ms Plant said: “I’m thrilled to be joining the CISI team during this exciting period of growth for the CFP professional qualification and to play a role in helping to raise the profile of Financial Planning to the public.
“The CFP Level 7 pathway presents a unique opportunity to attain the highest level qualification in Financial Planning in the UK. An impressive badge of excellence and a very positive way to reassure clients in these turbulent times that they are in safe hands.”
“I look forward to working with the members at the heart of our existing Financial Planning community and championing the virtues of holistic Financial Planning in the broader community.”
The CISI has about 45,000 members worldwide and just under 1,000 CFP professionals in the UK.