VBP
VBP
1,001 – 5,000 Employees
B2BConsulting
VBP, or Vital Business Partners, is a B2B business services and consulting provider for financial advice, accounting, and broking firms. The company supports these practices with specialist outsourced teams covering financial planning administration, paraplanning, bookkeeping, Australian-trained accounting, and mortgage broking assistance. Its broader services include automation, project management, managed services, consulting, business coaching, and practice manager training. VBP combines sector-focused training through its Academy with human-centred AI, ISO 27001 security, and global delivery to help firms expand capacity, streamline operations, and maintain continuity as they grow. Its hiring context spans the specialist operational, advisory-support, technology, and management functions needed to deliver these services.

Transition Analyst - Cebu City Hybrid

Support North financial adviser migrations in Cebu City by tracking transitions, preparing reports, maintaining accurate data, and escalating administration queries.

Description

  • Prepare transition packs for Transition Manager and NBM/BDM meetings
  • Review and upload client analysis reports for client data analysis
  • Help manage and track transitions in North
  • Create monthly practice meeting reports for the Transition Manager
  • Maintain accurate data with the Transition Manager
  • Work with the Transition Manager and BDM/NDM to support smooth adviser transitions
  • Track, manage, and escalate adviser administration queries

Requirements

  • At least five years of experience in financial services or a related industry
  • Strong knowledge of financial planning, including compliance, platforms, investments, superannuation, and advice processes
  • Understanding of financial advice procedures and adviser obligations
  • Strong relationship management abilities
  • Working knowledge of North and willingness to deepen that expertise
  • Ability to build effective relationships with internal stakeholders
  • Proactive, collaborative approach to work
  • Strong presentation and client education skills
  • Clear interpersonal and communication skills
  • Ability to manage multiple projects independently
  • Ability to set targets and goals autonomously

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