The Chartered Institute for Securities & Investment has appointed Chartered Financial Planner Steven McBurnie as the new chair of its Paraplanner Interest Group (PPIG).

He 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 runs events over the year, with its practitioner committee playing a key role in the organising of the CISI annual paraplanner conference. The PPIG is open to all CISI members and non-CISI members who have a passion for paraplanning.

Steven McBurnie is a paraplanner with Glasgow-based Wright, Johnston & Mackenzie and has been on the CISI PPIG committee for five years. He is a Certified Financial Planner, a CISI Chartered Fellow (Financial Planning) and a CISI Chartered Wealth Manager.

Mr McBurnie said: “Dan has done a 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. We have high ambitions for 2025 and I’m supported by individuals who genuinely want to make an impact and promote our profession.”    

Dan Atkinson said: “I've loved every minute and look forward to continuing to serve the profession as Steven takes the reins.”

Chris Morris CSI’s 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.

“Steven’s 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.”