The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie as the new chair of its Paraplanner Interest Group.
McBurnie takes over from Dan Atkinson, who steps down as chair after five years.
The group was created by CISI to support paraplanners in the UK and around the globe who wish to network, share ideas, insight and information with other paraplanners.
It is open to all CISI members and non-CISI members who have a passion for the paraplanning profession. It runs events over the year, with its practitioner committee playing a key role in the organising of the CISI annual Paraplanner Conference.
McBurnie is a certified financial planner, a CISI chartered fellow and a CISI chartered wealth manager. He is a paraplanner with Glasgow-based Wright, Johnston & Mackenzie, which has been on the CISI Paraplanner Interest Group committee for five years.
McBurnie said he was “flattered and excited” to be taking on the role of chair.
He said: “It is a true honour to be approved by my fellow highly experienced committee members. Dan has done an absolutely fantastic job in helping create our annual Paraplanner Conferences and online events by dedicating a lot of time, energy and effort to make them inspiring, engaging and insightful.
“Dan has set the bar incredibly high but we have high ambitions for 2025 and I’m supported by individuals who genuinely want to make an impact and promote our profession. I’m especially looking forward to working with Carly and the members of the Financial Planning Forum on delivering joint events.”
Dan Atkinson, chartered FCSI, said: “It’s been a pleasure to lead the CISI’s Paraplanner Interest Group’s committee as they seek to represent paraplanning professionals at every stage of their career and across all types of workplaces. With the valuable support of CISI we have increasingly collaborated with other parts of the financial services industry. Steven has demonstrated his passion for the profession in the events he’s collaborated on in Scotland recently. He will not only be ‘safe hands’ but will continue to grow the influence and reach of the committee.”
