Retirement Advisor

Description

The Role

RETIREMENT ADVISOR 

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 our colleagues serving 140 countries and markets, we help to sharpen the strategy, enhance organizational resilience, motivate workforce and maximize performance.

The RETIREMENT ADVISOR will support projects in the Retirement area in Italy.

This position is suitable for candidates with previous experience in the role.

At WTW, we are committed to shaping the future of retirement and ensuring financial well-being. We are looking for a RETIREMENT ADVISOR to join our team in Milan.

The resource will support senior consultants in delivering administration and advisory services for pension funds, with responsibilities in governance, compliance, operational management, and risk management.

Main Activities

• Updating and managing governance documentation (notices, minutes, archiving, filings with supervisory authorities).
• Operational support in organizing processes, implementing decisions of administrative bodies, and preparing contractual documents with suppliers and partners.
• Managing benefit requests, enrollments, complaints, and statistical reports to authorities.
• Performing second-level controls on internal processes and monitoring risk management KPIs.
• Coordinating with third-party suppliers and supporting the update of institutional documentation.
• Analyzing tax issues related to supplementary pensions.

Qualifications

The Requirements

 

• Bachelor’s or Master’s degree in Economics or related fields.
• Knowledge of pension regulations (D.Lgs. 252/2005, IORP II, DORA, GDPR) and supervisory practices.
• Experience in the operational management of pension funds, including enrollment processes, benefits, and complaints.
• Excellent command of Microsoft Office (Excel, Word, PowerPoint) and digital communication tools.
• Good knowledge of English, both written and spoken.
• Strong organizational skills, attention to detail, and ability to meet deadlines.
• Excellent interpersonal skills and a team-oriented attitude, even in international contexts.

 

Preferred Qualifications

• Previous experience in the supplementary pension or insurance sector.
• Familiarity with audit processes, risk management, and updating institutional documentation.

 

Verrà attribuito titolo preferenziale ai candidati appartenenti alle Categorie Protette (L. 68/99), come previsto dalla normativa vigente.

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 [email protected]”