Cross Border Senior Legal Counsel
Fidelity International
il y a 6j

About the opportunity

Department Description

Cross-border Workplace Investing Business

Fidelity is a leading provider globally of Workplace Investing (WI) solutions to multi-national companies. The Cross-border WI business is a strategically important element of this proposition, ensuring that Fidelity can meet the international needs of its clients and of its clients’ employees as they save for retirement.

The business currently offers two main solutions, namely :

  • an International Pension Plan solution that allows multi-national companies to provide employer-sponsored retirement provision to employees based all around the world; and
  • a new, multi-country European solution to meet the needs of multi-national companies across the EU’s employer-sponsored pension market (the IORP market.
  • Called the Fidelity European Pension Plan (FEPP)), this business launched in January 2021.

    We are a dynamic and flexible team committed to developing and providing the best client offering and services in a demanding and evolving market place and a core contributor to the development of Fidelity’s global client relationships, as well as and Fidelity’s business goal of retaining and developing every client.

    Purpose of your role

    Reporting to the Head of UK Business Legal, you will be responsible for supporting the cross-border occupational pension scheme business set up in accordance with Directive (EU) 2016 / 2341 on the activities and supervision of institutions for occupational retirement provision (IORPs) in all legal matters, including dealing with Irish unit-linked policy matters.

    Key Responsibilities

  • Analysing / summarising where appropriate local legal and regulatory requirements for conducting occupational pensions business in selected European and international countries.
  • Drafting and negotiating all relevant legal contracts including depositary, administrator outsourcing agreements and investment fund / services related agreements.
  • Drafting and negotiating core client agreements for new business, including participation agreements, fee agreements and pension rules.
  • Advising business on matters relating to data protection / GDPR.
  • Co-ordinating local market legal advice.
  • Supporting Compliance in reviewing client and member marketing and disclosure documentation to ensure compliance with local regulations.
  • Identifying required legal policies and drafting or amending existing policies to cater for the new line of business.
  • Co-operation with multiple teams, amongst others with legal, risk and compliance teams in Europe, as well as other departments related to the Fidelity’s retirement operations and this will involve periodic travel between Luxembourg and the UK and possibly Dublin.
  • Report and escalate risk events and all relevant matters to senior management and oversight teams as required.
  • Supporting wider WPFH Legal team on ad-hoc projects, commercial contracts and legal research from time to time.
  • Experience and Qualifications Required

  • Relevant professional qualification; qualified lawyer in a relevant area of financial services.
  • The role requires an understanding around the cultural sensitivities of dealing with multiple jurisdictions, legislation, regulations and languages.
  • Energy and enthusiasm to add value when advising on legal and regulatory matters in a pragmatic and commercial manner placing the client and scheme members at the centre of recommendations.
  • Ideally, knowledge of occupational pension scheme legal constructs in a territory where pension schemes are well developed.
  • Experience in negotiation of commercial agreements.
  • Experience of financial services and pensions regulators in different jurisdictions.
  • Understanding of life company structure and open architecture platforms.
  • Complete fluency in French and English, with other European languages a bonus.
  • We are committed to being an inclusive and diverse company to work for and strive to create a culture where flexible working is encouraged so that we retain and attract the best talent by offering working patterns that suit both individual and business needs.

    During the recruitment process, the applicant will have to provide a criminal record in order to ensure his / her good repute.

    This check is necessary to preserve the trust in our company, in the light of the confidential information the applicant will have access to.

    About you

    About Fidelity International

    We’ve been helping our clients plan and save for the futures they want for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to 2.

    5 million clients everyone from central banks and financial institutions to wealth managers and private individuals. We think generationally and look to the long term.

    And today, building on the security of private ownership and our strong sense of purpose, we’re growing our business like never before.

    What it’s like to work here.

    In our welcoming, caring culture, you’ll feel valued, trusted and free to express yourself. We recognise the value of inclusion and diversity in culture, in thought and in experience.

    With this in mind, please let us know if you feel you might benefit from any reasonable adjustments to perform to the best of your ability during the recruitment process and beyond.

    As well as a clear commitment to inclusion, we offer real flexibility about where, when and how you work. It’s an approach we call dynamic working’, and you’ll find it brings the very best out in you.

    Getting started

    For more about who we are, how we work and the part you could play in both our progress and our future, visit

    Or, if you’re feeling inspired, start your journey with us right now.


    Applying to this Job Role : Please note you are only required to upload your CV / Resume to the application screen.

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