SUMMARY:
Are you passionate about creating clear, compliant, and customer-focused documentation? We are looking for a Documentation & Plain Language Specialist to take ownership of client-facing content, document governance, and the digitisation of forms within a fast-paced financial services environment.
POSITION INFO:
Join a growing financial services business where you will play a key role in improving the client experience through effective documentation management, plain-language communication, and digital transformation initiatives.
You will oversee the lifecycle of documentation across the business — ensuring accuracy, regulatory alignment, consistent messaging, and the successful migration from traditional documents into digital form solutions.
This is an exciting opportunity for someone who enjoys combining writing, process improvement, governance, and technology to create meaningful business impact.
Key Responsibilities
- Manage document governance, version control, approvals, and audit trails across all client-facing documentation
- Ensure only approved and current documentation is distributed across internal and external platforms
- Own plain-language standards by reviewing and improving customer communications for clarity and accessibility
- Partner with Compliance, Legal, Product, Operations, and IT teams to translate regulatory and business changes into updated documentation
- Support the migration of forms from static PDFs into digital platforms, including form structures, validations, and workflow improvements
- Perform impact assessments to identify changes required across processes, systems, forms, and communications
- Maintain templates, document libraries, and reusable content standards to improve consistency
- Monitor documentation quality, identify improvement opportunities, and support continuous optimisation initiatives
- Provide documentation support across projects, ensuring deliverables are completed accurately and on time
Job Experience and Skills Required
Education
- Relevant tertiary qualification (BCom, BA, LLB, BSc Informatics, or similar)
Experience
- 5+ years’ experience in documentation management, technical writing, business analysis, financial services, or related environments
- Experience working with regulated documentation, processes, or client communications advantageous
- Exposure to investments, financial products, platforms, or compliance environments beneficial
Skills
- Strong written communication and ability to simplify complex information
- Excellent attention to detail and accuracy
- Strong organisational and project coordination skills
- Ability to analyse the impact of changes across systems, processes, and documentation
- Advanced Microsoft Word skills (templates, track changes, document control)
- Intermediate to advanced Excel skills (reports, tracking, analysis)
- Experience with SharePoint, PDF tools, workflow systems, or digital forms advantageous
- Basic SQL or systems/data exposure beneficial
Non-negotiables
- Strong governance mindset with excellent attention to detail
- Ability to manage multiple deadlines and stakeholders
- Comfortable working across Compliance, Legal, Operations, and Technology teams
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If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.
We also invite you to contact us to discuss your next career move in finance!
For more information, contact:
Angelique Jardim
Specialist Recruitment Consultant
