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Paraplanner appointed as new CISI head of Financial Planning 

9 November 2020

The Chartered Institute for Securities & Investment (CISI) has announced the appointment of Sally Plant as its new head of Financial Planning.

Sally is currently working with Robur Wealth Management, a Partner Practice to St James’s Place Wealth Management, where her role covers paraplanning and business development.

She previously worked for the CISI between 2005-2016, playing an integral part in building the Institute’s 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, Sally was part of the CISI’s executive team, and responsible for expanding the Institute’s schools, university and apprenticeship programmes.

CISI CEO Simon Culhane 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 CFPTM Professionals in both the UK financial planning and wealth management communities.”

The appointment has been made following the recent announcement of the departure of the CISI’s current head of financial planning, Jacqueline Lockie.

Professional Paraplanner