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