Chartered Institute for Securities & Investment  

CISI names new head of financial planning

CISI names new head of financial planning
 Sally Plant, incoming head of financial planning at CISI

The Chartered Institute for Securities & Investment (CISI) has appointed Sally Plant as head of financial planning, after Jacqueline Lockie announced her departure last month.

Ms Plant currently works at Robur Wealth Management, a partner practice of St James’s Place Wealth Management, where her role covers paraplanning and business development.

She previously held various roles at the CISI between 2005-16 in which time she helped build the institute’s early relationships in the Middle East and worked with the CISI’s clients in the UK, both wholesale and retail. 

In her last role as head of education development, Ms Plant was part of the CISI’s executive team, and responsible for expanding the institute’s schools, university and apprenticeship programmes. 

Ms Plant will take over from Ms Lockie who will leave the organisation at the end of this year after four years in the role, but who intends to remain within the financial planning sector. 

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.”

She added: “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 merged with the Institute of Financial Planning in late 2015 and has since sought to boost numbers in the financial planning profession. 

In November Ms Lockie revealed plans for the CISI to increase the number of certified financial planner numbers by 40 per cent over the next four years.

One of the main tasks earmarked for 2020 was to grow existing interest in its Certified Financial Planning designation.  

amy.austin@ft.com

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