Retirement Advisor (Non-Actuarial)

Retirement Advisor (Non-Actuarial)

• 202606546

• Milan, Lombardy, Italy

• Full time

Description

The Role

Retirement Advisor (Non-Actuarial)

At WTW, we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of colleagues serving 140 countries and markets, we help organisations sharpen strategy, strengthen resilience, engage their workforce and improve performance.

We are looking for a Retirement Advisor with hands-on experience in the Italian supplementary pension sector. The successful candidate will support senior consultants in delivering administration and advisory services to pension funds, with responsibilities across governance, regulatory compliance, operational management, controls and risk management.

This is an experienced-hire position. Applications should demonstrate direct, practical experience in the operational management or advisory support of Italian pension funds.

Key Responsibilities

• Prepare and maintain pension fund governance documentation, including meeting notices, minutes, registers, filing records and submissions to supervisory authorities.

• Support the organisation of pension fund processes, implementation of governing-body decisions and preparation or review of contractual documentation with suppliers and partners.

• Manage or provide hands-on support with membership and benefit processes, including enrolments, contribution positions, transfers, benefit requests and complaints.

• Prepare recurring statistical and regulatory reporting and support interactions with supervisory authorities.

• Perform second-level controls on operational processes and monitor risk-management indicators and remediation actions.

• Coordinate third-party service providers and contribute to the maintenance of institutional and member-facing documentation.

• Analyse tax and regulatory matters affecting Italian supplementary pensions and translate requirements into practical operating actions.

Qualifications

The Requirements

• Bachelor’s or Master’s degree in Economics, Law or another field relevant to pensions, financial services or regulated operations.

• Previous hands-on experience in the Italian supplementary pension sector, gained within a pension fund, pension administrator, advisory firm, insurer or another directly relevant organisation.

• Practical experience with pension fund operational processes, including at least enrolments, benefit requests and complaints.

• Working knowledge of the Italian supplementary pension framework, including Legislative Decree 252/2005 and COVIP regulations and supervisory practices.

• Ability to prepare or review governance and operational documentation with a high level of accuracy.

• Strong command of Microsoft Excel, Word and PowerPoint.

• Good written and spoken English, sufficient to work effectively in an international environment.

• Strong organisational skills, attention to detail, sound judgement and the ability to manage deadlines and multiple stakeholders.

Preferred Qualifications

• Experience with second-level controls, internal audit or risk-management processes in a regulated environment.

• Familiarity with IORP II, DORA and GDPR as they apply to pension funds and their service providers.

• Experience coordinating external administrators, depositaries, investment managers, insurers or other pension fund suppliers.

Compensation

Base salary range and benefits information for this position are being included in accordance with requirements of local pay transparency legislation.

The base salary compensation range being offered for this role is €30,000 - €46,000. This role is also eligible for an annual short-term incentive target bonus of 7.5%.

The applicable classification level for this role is intended to be Level 3 of the National Collective Bargaining Agreement (CCNL Commercio) but the scope of the role may change depending on available candidates’ qualifications, skills, competencies and experience. As such, the ultimate CBA level may be different.

Company Benefits 

WTW provides a competitive benefit package which includes the following (eligibility requirements apply): 

Daily lunch vouchers, Health Insurance, Life Insurance, Pension Fund,  Accidental Death and Disability cover, Long term care cover, days annual leave, and participation in the Employee Assistance Programme. 

Please note that: 

• the ultimate rate of pay may vary for different individuals based on several factors, including but not limited to location of the role, individual competencies, qualifications, experience, performance in the role. 
• This information is provided for transparency and to guide discussions on pay with successful applicant(s). Some of the pay elements referenced are subject to additional conditions, terms and discretion, as we’ll explain further if you are successful. It does not amount to an offer and does not create a contract or binding commitment.

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email  Visualizzare la mail su careers.wtwco.com ”