The Chartered Institute for Securities & Investment has named Pippa Oldfield, assistant manager, at Mazars UK as its Paraplanner Of The Year.

The award and £750 was presented to Ms Oldfield at the CISI Paraplanner Annual Conference, held virtually this week due to the Coronavirus.

The award was presented by Joanne George, strategic account director at Just, sponsors of the award and the event.

The judges’ commented on Ms Oldfield’s submission: “This year’s winner was able to articulate technical knowledge clearly, in a client-friendly format, and their desire to keep learning as a Paraplanner whilst sharing skills and knowledge with others was particularly impressive.”

The Highly Commended runner up, receiving £250, was Joe Lund, Paraplanner at Investec Wealth and Investment UK. The judges said he was, “a very impressive finalist – and someone who is a rising star for the future.”

Jacqueline Lockie CFP, head of Financial Planning said: “It was a pleasure to award these accolades to Pippa and Joe. They both richly deserve to be celebrated as they are fantastic examples to their peers of the professionalism which is in the talent pipeline. Their firms must also be congratulated for their support in nurturing these exciting, rising stars of tomorrow.”