Transition Analyst

VBP Back Office Solutions Inc.; Cebu City; Vor Ort; PHP 600.000 - 900.000; Vollzeit

Zusammenfassung

VBP Back Office Solutions Inc. in Cebu City, Philippines, seeks a Transition Analyst to support client migrations within the North region.

You will work with the Transition Manager to ensure a seamless transition and accurate data handling. Responsibilities include preparing transition packs, reviewing client reports, tracking transitions, and generating monthly meeting reports while collaborating with advisers and internal stakeholders.

Qualifikationen

• Minimum 5+ years' experience in financial services or a related industry.
• Strong understanding of Financial Planning market incl. Compliance, Platforms, Investments, Superannuation.
• Knowledge of adviser obligations and financial advice processes.
• Excellent relationship, communication and stakeholder management skills.
• Ability to work autonomously on multiple projects.

Aufgaben

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

Kenntnisse

Financial services experience

Relationship management

Presentation skills

Data accuracy

Project management

Stakeholder collaboration

Adviser transitions

Communication skills

Jobbeschreibung

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