Document & Plain Language Analyst
2026-06-09 - 2026-06-30
Permanent
JHB012594
Legal
South Africa, Western Cape
800K per annum
Document & Plain Language Analyst
Claremont
Reporting relation
Manager: PAS Operations and Projects The role is office-based in Cape Town. Full time office based.
Purpose of job
The Documentation & Plain Language Specialist owns the full lifecycle of client-facing and operational documentation across the LISP platform — from paper-era word forms through to the next generation of structured digital forms on form.io. The role is accountable for three interlocking mandates.
BCom, BSc (Informatics), BA with strong writing component, LLB, or equivalent relevant tertiary qualification
Business analysis credential
Certificate or Diploma in Business Analysis, CBAP or equivalent
Plain Language Association International (PLAIN) training, ISO 24495-1 familiarity, Clarity International membership
Technical writing credential
Society for Technical Communication certification or equivalent
Experience
Minimum 5 years’ experience in investments, actuarial modelling, quantitative research, portfolio analytics, or multi‑asset investment processes.
Experience with asset class modelling, portfolio construction, performance attribution, and risk analysis strongly advantageous.
Exposure to macro research, financial markets, and multi‑asset portfolio environments beneficial
Core Competencies
Claremont
Reporting relation
Manager: PAS Operations and Projects The role is office-based in Cape Town. Full time office based.
Purpose of job
The Documentation & Plain Language Specialist owns the full lifecycle of client-facing and operational documentation across the LISP platform — from paper-era word forms through to the next generation of structured digital forms on form.io. The role is accountable for three interlocking mandates.
- Documentation governance and control
- Plain language ownership
- Digitisation of forms onto form
- Document distribution
BCom, BSc (Informatics), BA with strong writing component, LLB, or equivalent relevant tertiary qualification
Business analysis credential
Certificate or Diploma in Business Analysis, CBAP or equivalent
Plain Language Association International (PLAIN) training, ISO 24495-1 familiarity, Clarity International membership
Technical writing credential
Society for Technical Communication certification or equivalent
Experience
Minimum 5 years’ experience in investments, actuarial modelling, quantitative research, portfolio analytics, or multi‑asset investment processes.
Experience with asset class modelling, portfolio construction, performance attribution, and risk analysis strongly advantageous.
Exposure to macro research, financial markets, and multi‑asset portfolio environments beneficial
Core Competencies
- Strong analytical and impact-assessment skills – able to trace a change through processes, systems and documents.
- Excellent written communication and plain-language drafting.
- Exceptional attention to detail and accuracy.
- Strong administration, organisation and time-management skills.
- Numeric ability – comfortable with fee calculations, tax mechanics, and the arithmetic that appears in statements and letters.
- Process adherence, governance and coordination.
- Ability to manage multiple concurrent change streams and deadlines.
- Confidence to hold a quality line under delivery pressure.
Key responsibilities and accountabilities
Documentation governance and version control
Accountabilities:
Documentation governance and version control
Accountabilities:
- Maintain the master documentation register – a living matrix of every document by category, product, version, effective date, owner, last review date and next review date.
- Operate a formal change-control workflow: Compliance, Legal, Product, Operations and (where relevant) Risk sign-off before any document goes live.
- Ensure only current, approved versions are in circulation across client portals, adviser portals, form.io, PDF packs, SharePoint and internal knowledge bases. Obsolete versions are archived with retention metadata intact.
- Maintain audit-ready evidence trails for every change – what changed, why, who approved it, when it went live, and which client cohorts were affected. Produced on demand for internal audit, Compliance reviews and FSCA queries.
- Own the document retention schedule in line with FICA, FAIS, Income Tax Act and FSCA requirements.
- Plain language ownership
- Digitisation of forms onto form.io
- Impact analysis across processes, systems and documents
- Legal ax and regulatory change translation
- Template and design-system thinking
- Quality assurance, measurement and continuous improvement
- Project delivery
For more information please contact:
Melanie Thomson
