Transition Analyst

Virtual Business Partners LLC; Cebu City; Sur place; PHP 400 000 - 560 000; Plein temps

Résumé du poste

Virtual Business Partners LLC is seeking a Transition Analyst to support growth and client retention by ensuring smooth migrations and accurate data handling within the North transition pipeline.

You will collaborate with the Transition Manager, NBM/BDM, and internal stakeholders, prepare transition packs, review client reports, and produce monthly progress updates while managing multiple projects independently.

Qualifications

• 5+ years of experience in financial services 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 platform and willingness to 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.

Responsabilités

• 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 escalated adviser administration queries.

Connaissances

Relationship management

Communication

Presentation skills

Project management

Proactive work style

Description du poste

Job 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 escalated adviser administration queries.

• 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