The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP™ Chartered FCSI (Financial Planning) as the new chair of the CISI Paraplanner Interest Group (PPIG).
He takes over from Dan Atkinson who steps down as PPIG chair after five years.
The PPIG is open to all CISI members and non-CISI members who have a drive and passion for the profession of paraplanning. The PPIG runs events over the year, with its practitioner committee playing a key role in the organising of the CISI annual Paraplanner Conference.
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.
Steven McBurnie (pictured) is a certified financial planner, a CISI Chartered Fellow (Financial Planning) and a CISI Chartered Wealth Manager. He is a paraplanner with Glasgow based Wright, Johnston & Mackenzie and has been on the CISI PPIG committee for five years.
McBurnie (pictured) said: “I’m extremely flattered and excited to be taking on the role of chair of the CISI Paraplanner Interest Group Committee. 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 CFP™ Chartered FCSI (Financial Planning) 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 (small and large firms, in house and outsourced paraplanning professionals).
“Together we’ve delivered conferences and events both online and in person. With the valuable support of CISI we’ve have increasingly collaborated with other parts of the financial services industry. I’ve loved every minute and look forward to continuing to serve the profession as Steven takes the reins. 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.”
Chris Morris Chartered MCSI CISI Head of Financial Planning Policy and Engagement said: “I would like to thank Dan for all his years of leadership as chair of the Paraplanner Interest Group. Not only is he one of the nicest people in the profession, he has been, and remains, a tremendous advocate for paraplanning.
“I am delighted that Steven is stepping up as Chair. His passion for paraplanning, innovation and collaboration with others provides us with an excellent opportunity to build on Dan’s legacy and continue to raise the profile of paraplanning’.”
