# Transition Analyst

> VBP · Cebu City, Philippines (Hybrid) · Full-time · Posted 2026-10-08

**Workplace:** hybrid

**Department:** Client Delivery

## 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

## Apply

[Apply at VBP](https://apply.workable.com/vbp/j/3E7A0D7325/apply)

---
Powered by [Workable](https://www.workable.com)