# Transition Analyst

**Company:** [VBP](https://jobs.workable.com/companies/xmXnCvHAGDJbeVxY6jpxSH.md)
**Location:** Cebu City, Philippines
**Workplace:** hybrid
**Employment type:** Full-time
**Department:** Client Delivery

[Apply for this job](https://jobs.workable.com/view/6412cf4a-4aef-4734-be8e-189ea72b7648)

## Description

**Overview of the Role**

The Transition Analyst supports the growth and retention of North, working closely with the Transition Manager and practices within the transition pipeline. The role focuses on supporting a seamless client migration experience.

**Main Responsibilities:**

-   Prepare transition packs for Transition Manager and NBM/BDM meetings.

-   Review and upload client analysis reports to support the client data analysis process.

-   Support the management and tracking of transitions in North.

-   Produce monthly practice meeting reports for the Transition Manager.

-   Work with the Transition Manager to maintain data accuracy.

-   Collaborate with the Transition Manager and BDM/NDM to support seamless adviser transitions.

-   Manage, track, and escalate adviser administration queries.

## Requirements

-   5+ years' experience within the financial services industry or a related industry.

-   Strong understanding of the Financial Planning market, including: Compliance, Platforms, Investments, Superannuation, Advice processes

-   Understanding of the financial advice process and adviser obligations

-   Strong relationship management skills

-   Good knowledge of North, with willingness to further develop expertise

-   Ability to build effective relationships with internal stakeholders

-   Proactive and collaborative working style

-   Strong presentation and client education capabilities

-   Solid interpersonal and communication skills

-   Ability to manage multiple projects independently

-   Ability to establish targets and goals autonomously

## Benefits

-   500K per incident HMO coverage + Dental & Optical benefits 
-   2-week paid Christmas vacation
-   Electricity & Data subsidies
-   25K Educational Assistance 
-   Training and equipment will be provided
-   Fixed Schedule of Mon-Fri from 7 AM to 4 PM