{"id":1078765,"url":"https://alion.io/job/job-mail-document-and-plain-language-analyst","title":"Document and plain language analyst","company":{"id":701519,"name":"Job Mail","domain":"jobmail.co.za","url":"https://alion.io/company/job-mail","size_band":null,"is_staffing_agency":true,"employer_type":"agency","is_intermediary":true,"listed_via":"jobmail.co.za","ats_vendor":"Schema","truth_index":{"grade":"C","score":64,"open_postings":6738,"ghost_share":0.497,"stale_share":0,"repost_share":0.723,"time_to_fill_p50_days":7,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Analytics","role_family":"Analytics","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Cape Town, South Africa"],"countries":["ZA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":23000,"max_usd":47000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":10},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LISP","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"SharePoint","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-09-20T14:36:10Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-13T04:27:24Z","board_verified":false,"closed_at":null,"days_open":29,"trust":{"level":"ghost","repost_count":3,"flags":["repost"],"days_open":29},"description":"Claremont\nReporting relation\nManager: PAS Operations and Projects The role is office-based in Cape Town. Full time office based.\nPurpose of job\nThe 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.\nDocumentation governance and control\nPlain language ownership\nDigitization of forms onto form\nDocument distribution\nQualification and experience\nTertiary qualification - Essential - BCom, BSc (Informatics), BA with strong writing component, LLB, or equivalent relevant tertiary qualification \nBusiness analysis credential - Advantageous - Certificate or Diploma in Business Analysis, CBAP or equivalent\nPlain language credential - Advantageous - Plain Language Association International (PLAIN) training, ISO 24495-1 familiarity, Clarity International membership\nTechnical writing credential - Advantageous - Society for Technical Communication certification or equivalent\nExperience\nMinimum 5 years’ experience in investments, actuarial modelling, quantitative research, portfolio analytics, or multi?asset investment processes.\nExperience with asset class modelling, portfolio construction, performance attribution, and risk analysis strongly advantageous.\nExposure to macro research, financial markets, and multi?asset portfolio environments beneficial\nComputer competency requirements\nMicrosoft Word - Advanced - Styles, templates, track changes, document control, mail merge, version comparison, macros for template automation\nMicrosoft Excel - Intermediate to advanced - Formulas, pivot tables, lookups, data validation, documentation matrices, impact-assessment registers\nSharePoint - Intermediate - Document libraries, metadata, retention, workflow basics\nform.io - Willing to learn; prior exposure advantageous - Form schema design, conditional logic, validation rules, component library maintenance \nAdobe pdf’s - Intermediate to advanced - Downloadable forms for advisors who prefer that workflow. \nBasic SQL - Advantageous - Interrogating databases to verify what data is captured and how it flows into documents\nLISP administration platform - Essential or strongly preferred - Understanding of data sources that feed statements, confirmations, letters \nReadability tools - Willing to learn - Hemingway Editor, Flesch-Kincaid calculators, plain-language assessment tools\nCore Competencies\nStrong analytical and impact-assessment skills - able to trace a change through processes, systems and documents.\nExcellent written communication and plain-language drafting.\nExceptional attention to detail and accuracy.\nStrong administration, organization and time-management skills.\nNumeric ability - comfortable with fee calculations, tax mechanics, and the arithmetic that appears in statements and letters.\nProcess adherence, governance and coordination.\nAbility to manage multiple concurrent change streams and deadlines.\nConfidence to hold a quality line under delivery pressure.\nKey responsibilities and accountabilities\nDocumentation governance and version control\nAccountabilities:\nMaintain the master documentation register - a living matrix of every document by category, product, version, effective date, owner, last review date and next review date.\nOperate a formal change-control workflow: Compliance, Legal, Product, Operations and (where relevant) Risk sign-off before any document goes live.\nEnsure 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.\nMaintain 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.\nOwn the document retention schedule in line with FICA, FAIS, Income Tax Act and FSCA requirements.\nPlain language ownership\nAccountabilities:\nBe the custodian of PAS’s plain language standard. Maintain the in-house style guide, tone-of-voice principles, glossary of plain-language equivalents for financial and regulatory terminology, and the bank of approved standard phrases and clauses.\nSet and monitor readability targets for client-facing documents calibrated to the target audience of each document.\nRun plain-language reviews on every new or amended client-facing document before publication. Provide tracked-change redlines with rationale.\nBenchmark PAS’s documentation against market gold standards and against published plain-language standards (ISO 24495-1, Citadel Plain Language Standard).\nMeasure outcomes - query volumes to client services, complaint themes, adviser escalations, and retention of information in client comprehension testing. Feed these back into the documentation roadmap.\nTrain and coach colleagues across Operations, Compliance, Legal, Product and IT on plain-language writing - so that the standard is embedded, not enforced after the fact.\nDigitization of forms onto form.io\nPAS is migrating its form estate from static PDFs to structured digital forms on form.io, integrated with downstream systems. This is a multi-year programme that this role leads from the documentation side.\nAccountabilities:\nDesign forms as data schemas, not as documents. Define fields, field types, validation rules, conditional display logic, required/optional status, default values and data bindings into Maxim, Citazen and the process orchestration layer.\nBuild and maintain a reusable component library on form.io - standard FICA sections, beneficiary blocks, banking detail capture, adviser selection, disclosure acknowledgements - so that new forms compose from trusted building blocks rather than being built from scratch.\nPartner with UX/design, IT and Operations on the form journey - not just the form. What pre-populates? What is skipped for known clients? What triggers a wet-signature requirement versus SigningHub? What happens at abandonment and resumption?\nTranslate regulatory and product requirements into form.io configuration - validation rules that enforce the rule at point of capture, rather than policing it in Ops downstream.\nRetire legacy forms as digital equivalents go live. Maintain a bilingual period (PDF + digital) only where legally required or where adviser/client readiness demands it, and with a defined sunset date.\nEnsure digital form output is legally equivalent to the paper form it replaces - test end-to-end, document the equivalence, and obtain Legal/Compliance sign-off before retirement of the PDF.\nImpact analysis across processes, systems and documents\nAccountabilities:\nAnalyze proposed changes - business, operational, product, system or regulatory - and produce clear impact assessments covering affected processes, system fields and validations, forms, disclosures, statements, confirmations, letters and training material.\nUse the documentation register as the first lens on any change: which documents are affected, what needs to change in each, who needs to approve, and what the publication dependencies are.\nCoordinate with the BPM process team so that when workflows or systems change, the supporting documentation is updated in the same release window. No release goes live with stale forms or letters.\nMaintain traceability between process steps, system fields, form fields, and document content - so that a change in anyone can be traced to its impact on all others.\nLegal ax and regulatory change translation\nAccountabilities:\nTrack and log legal, tax and regulatory changes affecting platform products and client journeys - for example two-pot retirement, FAIS amendments, FICA/AML updates, SARS tax directive changes, FSCA conduct standards, LISP de minimis threshold changes, Section 37C interpretations.\nConduct the initial impact scan on every change: which product lines, transactions, forms, disclosures, workflows, letters and client communications are affected.\nPartner with Compliance, Legal and Tax for the official interpretation - and then translate that approved position into plain-language client content and clear operational instructions.\nRewrite complex legal, tax or regulatory wording into plain-language client content without changing the approved meaning. Where the two cannot be reconciled, escalate and document the tension.\nIdentify and coordinate updates to FAQs, website content, client letters and notices, adviser communications, training material and internal SOPs for each regulatory change.\nTemplate and design-system thinking\nAccountabilities:\nTreat the document estate as a design system, not a pile of Word files. Maintain a single master template for each document category with consistent typography, colour, spacing, header/footer treatment aligned to Peregrine brand standards.\nBuild and maintain a library of reusable content blocks - standard FAIS disclosures, fee explanations, tax disclaimers, complaint procedures, contact details - so that updating one disclosure updates it everywhere it appears.\nMaintain consistent voice, tone and terminology across all artefacts in a product family. A client who reads the application form, the contract confirmation and the annual statement should recognise the same PAS voice throughout.\nCoordinate with Marketing/Brand on visual identity alignment - and push back where regulatory or usability requirements conflict with brand aesthetics.\nQuality assurance, measurement and continuous improvement\nAccountabilities:\nDefine and report on documentation KPIs - readability scores against targets, time from regulatory change to document update, volume of client queries traced to document clarity, adviser escalations relating to form or letter content, audit findings on documentation control.\nPerform structured reviews on the document estate - at minimum annually, and whenever a product, process or regulatory trigger occurs.\nDrive continuous improvement of checklists, templates, form schemas and workflows to reduce recurring exceptions and rework.\nIdentify opportunities to apply AI and intelligent document processing - for example, using Amplify 360 to pre-screen plain-language quality, flag deviations from the standard clause library, or detect drift in tone across documents.\nProject delivery\nAccountabilities:\nParticipate in project delivery across all stages - requirements, design, build, test, launch - to ensure documentation and form deliverables meet business requirements.\nComplete tasks to the standards and deadlines agreed in the project plan.\nCommunicate documentation and process impacts clearly to stakeholders: what changes, who it affects, when it goes live, what users must do.\nProvide post-go-live support - responding to user issues through knowledge transfer, and referring system-level issues to IT.","description_format":"text","description_chars":10995,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-09-20T14:36:10Z"},{"event":"close","at":"2026-09-20T18:11:58Z"},{"event":"reopen","at":"2026-09-23T14:44:20Z"},{"event":"close","at":"2026-09-23T21:59:09Z"},{"event":"reopen","at":"2026-09-25T04:24:04Z"},{"event":"close","at":"2026-09-25T05:16:52Z"},{"event":"reopen","at":"2026-10-13T04:27:24Z"},{"event":"close","at":"2026-10-13T09:42:11Z"},{"event":"restore","at":"2026-10-16T05:36:08Z"}],"visa":[],"liveness":{"score":4,"band":"cold","label":"Long shot","p_open":1,"p_active":0.113,"p_room":0.35,"age_days":29,"expected_fill_days":7,"reasons":["seen:7","repost:3","agency","velocity","ghost","win:tail","comp:brand"],"computed_at":"2026-10-20T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/job-mail-document-and-plain-language-analyst","json_url":"https://alion.io/job/job-mail-document-and-plain-language-analyst.json","meta":{"generated_at":"2026-10-20T14:03:30Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":15713,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-21T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":701519},"rest":"https://alion.io/mcp/rest/get_company?id=701519"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fjob-mail-document-and-plain-language-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fjob-mail-document-and-plain-language-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fjob-mail-document-and-plain-language-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/job-mail-document-and-plain-language-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fjob-mail-document-and-plain-language-analyst"}]}