Transition Analyst

VBP; Cebu City; On-site; PHP 800,000 - 1,000,000; Full time

Job summary

VBP is seeking a Transition Analyst to support the growth and retention of North, working with the Transition Manager and practice areas to ensure a smooth client migration experience.

You will prepare transition packs, review client analysis reports, and help manage transitions while maintaining data accuracy. You’ll collaborate with BDM/NDM, manage adviser queries, and produce monthly reports for leadership.

Qualifications

• 5+ years in financial services or a related field.
• Strong understanding of financial planning, compliance, platforms, investments, and advisory processes.
• Understand the financial advice process and adviser obligations.

Responsibilities

• Prepare transition packs for Transition Manager and meetings.
• Review and upload client analysis reports to support data analysis.
• Support management and tracking of transitions in North.
• Produce monthly practice meeting reports for the Transition Manager.
• Maintain data accuracy with the Transition Manager.
• Collaborate with the Transition Manager and BDM/NDM for adviser transitions.
• Manage and escalate adviser administration queries.

Skills

Relationship management

Presentation skills

Client education

Communication skills

Project management

Data accuracy

Stakeholder management

Proactive collaboration

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 escalation 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