CISI names SJP paraplanner as new head of financial planning

Taking over from Jacqueline Lockie

Sophie King
clock • 2 min read

The Chartered Institute for Securities & Investment (CISI) has named Robur Wealth Management paraplanner Sally Plant as its new head of financial planning.

Plant (pictured) joined the St. James's Place Wealth Management firm in 2017 but had previously worked for the CISI for more than a decade. There, she played an integral part in building the body's early relationships in the Middle East while also working with the CISI's major clients in the UK. Her latest role however, as head of education development, meant she was part of the CISI's executive team and was responsible for expanding its schools, university and apprenticeship programmes. Plant will takeover from Jackie Lockie, who announced she was stepping down from her role as head ...

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