Steven McBurnie has been appointed as the new chair of the Chartered Institute for Securities & Investment (CISI) Paraplanner Interest Group (PPIG), succeeding Dan Atkinson. McBurnie, a Glasgow-based paraplanner at Wright, Johnston & Mackenzie, brings a wealth of experience to his new role, having served on the CISI PPIG committee for five years. His credentials include being a certified financial planner, a CISI Chartered Fellow in financial planning, and a CISI Chartered Wealth Manager.

The PPIG, which is open to both CISI members and non-members passionate about paraplanning, is instrumental in organizing events throughout the year, with a focus on the CISI annual Paraplanner Conference. This group was established by CISI to provide support and networking opportunities for Paraplanners in the UK and worldwide, fostering the exchange of ideas and insights among professionals in the field.

Expressing his enthusiasm for the new role, McBurnie acknowledged the groundwork laid by his predecessor, Dan Atkinson, in enhancing the quality and impact of the annual Paraplanner Conferences and online events. McBurnie emphasized his commitment to continuing this legacy and working collaboratively with Carly and members of the Financial Planning Forum to deliver valuable joint initiatives in 2025.

Dan Atkinson, in reflecting on his tenure as the former chair of the CISI Paraplanner Interest Group, highlighted the group’s dedication to representing paraplanning professionals across various career stages and work environments. He commended the collaborative efforts that have enriched conferences and events, both in-person and online, and expressed confidence in McBurnie’s ability to further expand the group’s influence within the profession.

Chris Morris, the head of financial planning policy and engagement at CISI, extended gratitude to Dan for his leadership and advocacy for paraplanning, underscoring Steven’s appointment as an opportunity to build on past achievements and elevate the profile of paraplanning. Morris praised Steven’s innovative approach and collaborative spirit, positioning him to carry forward the group’s mission effectively.

In conclusion, Steven McBurnie’s appointment as the chair of the CISI Paraplanner Interest Group marks a significant milestone in the realm of paraplanning, with a strong emphasis on continuity, collaboration, and the advancement of professional standards. The industry looks forward to the positive impact and strategic direction that McBurnie will bring to this pivotal role.