Transition Analyst

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.