Founder & Chief Paraplanner
My name is Aleks Sasin, and I am an outsourced paraplanner based in Salisbury, Wiltshire.
I have over 15 years of experience working in financial services. I worked for both small and large organisations and held a variety of positions. My roles included working as a Financial Adviser for a life office, an Account Manager providing technical support to financial planning firms, a Senior Paraplanner in a Chartered IFA practice, and a Technical Manager leading a team of Paraplanners and Report Writers and coordinating the delivery of paraplanning services across the entire company.
Although I had a successful career and a job I loved, the demands of corporate lifestyle were starting to take their toll on my family life. Therefore, in 2017 I decided to turn everything upside down and exchange high heels, 6 am trains to London and evenings spent clearing 200+ emails for the freedom and flexibility of running my own business, doing what I love the most – providing support to financial planners and helping their clients achieve their dreams.
I am a Chartered Financial Planner and a member of the Personal Finance Society. I never stop learning and have amassed a whole range of qualifications from a variety of professional bodies. I was named Student of the Year 2017 in the CII examinations at Advanced Diploma Level by the Insurance Institute of Bournemouth. I hold a Foundation Degree in Financial Services from the Open University, for which I won a Richard Delbridge Prize awarded to the highest-achieving student in a cohort. Most recently, I have been named an Outsourced Paraplanner of the Year 2019 by the Professional Paraplanner. I also speak fluent Polish (although it rarely comes in handy when preparing financial plans).
If I’m not paraplanning, I can be spotted Nordic Walking across the beautiful Wiltshire fields, listening to one of many podcasts I subscribe to, baking with my 11-year old daughter, or crocheting another blanket.
My name is Jo Parkes, and I am an outsourced paraplanner based in Exmouth, Devon.
I have over 20 years of experience working in financial services. I started my career working for a large corporate organisation before moving into a compliance supervisor role for a national IFA network. Prior to joining Navigatus, I worked for a small firm of financial advisers in Devon where my responsibilities included report writing and compliance supervision. This joint role gave me great insight into the challenges small firms have in finding the right balance between being compliant and commercial.
Whilst I really enjoyed my role, my children are no longer as dependent on me and I decided to look for a new challenge. I, therefore, completed my Diploma in Financial Planning with the PFS and was lucky enough to find Navigatus. I am now working towards building my knowledge and skills in the outsourced sector and eventually becoming Chartered.
If I’m not paraplanning, I can be found ferrying my three children around to various out of school activities and, time permitting, I enjoy going to the gym, walking and supporting Exeter Chiefs – my local rugby team.
Business Support Manager
My name is Micheala Hawkins, and I joined Navigatus in June 2018. In my role, I work with Aleks and the paraplanning team and oversee our flexible administration support service. My duties range from gathering plan data and carrying out client reviews to undertaking specific project work. Every financial planning firm is different, and we aim to provide genuinely bespoke support that meets each firm’s particular needs. My days are always varied and very busy, but I enjoy being part of a small company that focuses on delivering personal service.
I have over ten years’ experience in financial services. I started my career in the world of SIPP administration, where I spoke to financial advisers every day. I then joined a local financial planning practice, where I discovered my passion for providing exceptional service to financial planners and their clients. When an opportunity came up to join Aleks and be part of a small but growing company that wants to make a real difference to how small financial planning firms work, I didn’t hesitate.
Since joining Navigatus, I have started studying for professional exams and successfully passed LP2 Financial services products and solutions in May 2019.
Navigatus is a modern workplace where flexibility, balance and well-being are actively promoted. Without the pressure and rigidity of a strict 9-5 schedule, we are under less stress, enjoy what we do a lot more, and the happier we are, the better we can support our clients.
In my spare time, you will find me meditating, attempting to cook, watching live music, or enjoying a gin in my local rural pub.
Client Support Manager
Amy joined Navigatus in January 2020 and oversees the delivery of our outsourced administration service.