Paraplanner/Technical Guru


Gosforth, Newcastle upon Tyne

Who are we looking for?

We are looking for an individual to join our friendly team who wants to start or further their development as a paraplanner. Working from our office you will be focused on helping us deliver an exceptional service to our clients. This is a brilliant opportunity for someone to receive full exam & training support (if required) as well as be able to work in a role where their voice can be heard.


The Company

Co-Navigate are a young company based in the centre of Gosforth, Newcastle. We pride ourselves on being different from our competition by offering client focused, life centred financial planning. We are a small team and support each other wherever necessary to ensure our business grows and our clients are receiving the best possible service every single time.


Skills & Experience you need to bring:

  • A professional “can do” attitude with excellent verbal and communication skills.
  • Accuracy and attention to detail. Numeracy and literacy skills are essential.
  • Microsoft office skills. Being an Excel spreadsheet lover will go in your favour!
  • Self-motivated with the ability to work under pressure and with limited supervision.
  • Able to remain calm under pressure, tax year end can be pretty busy!
  • Willingness to go the extra mile, not just for our clients, but also the team.
  • If you’re good at starting projects but not finishing them, then this isn’t the role for you!
  • Qualifications not essential but a willingness to learn is, and the expectation will be for you to achieve diploma status within a reasonable time frame. Once there we would expect you to then progress towards Chartered/Certified status.


Skills & Experience we’ll teach you:

  • Working with various platforms and cashflow tools to ensure advisers are fully prepared for all meetings and any work on behalf of clients is completed.
  • Ability to write excellent reports which are both compliant and pleasant to read.
  • As a technical guru you will be responsible for research and analysis with regards to products and investment funds.


The Package

This is a full-time position and salary will be dependent on experience. It is office based as we’re a small and closely-knit team, but flexibility is allowed where family must come first.
If you’re interested to know more then please email a C.V. and covering letter outlining why you’d be a good fit for us to


Closing date is 30th June.

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