Italy Pension Fund Advisor – Governance & Compliance

WTW; Lombardia; On-site; EUR 30,000 - 46,000; Full time

Benefits offered by this job

Lunch vouchers

Health Insurance

Pension Fund

Job summary

WTW in Italy seeks an experienced Retirement Advisor (Non-Actuarial) to support senior consultants in administering and advising Italian pension funds. You will contribute to governance, regulatory compliance, operations and risk controls across assignments for clients in the Italian supplementary pension sector.

The role requires direct experience with enrolments, benefits, complaints, and familiarity with IORP II, GDPR and DORA.

Qualifications

• Bachelor's or Master's degree in Economics, Law or another field relevant to pensions, financial services or regulated operations.
• Hands-on experience in the Italian supplementary pension sector within a pension fund, administrator, adviser or insurer.
• Practical experience with pension fund operational processes (enrolments, benefit requests, complaints).
• Working knowledge of Italian supplementary pension framework, including Decree 252/2005 and COVIP regulations.
• Ability to prepare or review governance and operational documentation with accuracy.
• Strong command of Excel, Word and PowerPoint.
• Good written and spoken English for international environments.
• Strong organisational skills and ability to manage deadlines and multiple stakeholders.

Responsibilities

• Prepare and maintain pension fund governance documentation and submissions to authorities.
• Organise pension fund processes and review contractual documentation with suppliers.
• Manage membership and benefit processes including enrolments and complaints.
• Prepare regulatory reporting and interact with supervisory authorities.
• Perform second-level controls on operations and monitor risk actions.
• Coordinate third-party providers and maintain documentation.
• Analyse tax/regulatory matters affecting Italian pensions and translate to actions.

Skills

Organisational skills

Attention to detail

Good written and spoken English

Education

Economics/Law degree

Tools

Excel

Word

PowerPoint

Job description

WTW in Italy seeks an experienced Retirement Advisor (Non-Actuarial) to support senior consultants in administering and advising Italian pension funds. You will contribute to governance, regulatory compliance, operations and risk controls across assignments for clients in the Italian supplementary pension sector.

The role requires direct experience with enrolments, benefits, complaints, and familiarity with IORP II, GDPR and DORA.