Transition Analyst
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Before you apply
LocationCebu City, Cebu, Philippines
Typefull-time
SeniorityMid
Experience5+ yrs
DepartmentClient Delivery
Company size51–200 people
PostedOct 8, 2026 · 3w ago
Verified live9h ago
At a glanceSummarised by Seekless from the posting.
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
Skills
North
Benefits
Health insurance
Dental insurance
Vision insurance
Paid vacation
Education assistance
Training and development
Equipment
Utility allowance
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