CISI creates new Head of Financial Planning position to ​support the profession’s UK growth

By Lora Benson | Mar 07, 2016

The Chartered Institute for Securities & Investment (CISI) is seeking a Head of Financial Planning as it accelerates its drive to grow the profession in the UK.

The new post holder will be reporting to the CISI Director of Global Business Development, Kevin Moore, and their main objective will be to help develop and implement the CISI’s strategy to promote and increase the number of CFPTM professionals in the UK.

It would be an advantage if the candidate has the CFPTM  (CERTIFIED FINANCIAL PLANNERTM) certification or another relevant qualification. Their responsibilities will include building and maintaining relationships with new and existing customers and key CISI Corporate Supporters.

Simon Culhane, Chartered FCSI and CISI CEO said: “The creation of this new and critical position within our Senior Management team demonstrates our commitment to grow and represent the financial planning community.

“The successful candidate will be expected to have extensive knowledge and experience within the financial planning environment, energy and the personal stature to represent the Institute and maintain relationships at senior levels. It’s an exciting time to be joining our professional body. The new CISI Head of Financial Planning will be helping to grow and shape financial planning so that it is viewed as an exciting and important career choice but also as an essential, trusted and go-to advisory service for consumers.”

Those looking to apply for the position should send their CVs to Karen Dalton, Assistant Director, HR at