AI & Automation Analyst: Drive Efficiency from Day One

Australian Financial Planning Group; Sydney; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Senior leadership exposure

Learning and development opportunities

Collaborative culture

Growth-oriented company

Job summary

Australian Financial Planning Group is seeking a curious, technically minded graduate for a brand-new full-time role in Sydney. You will work directly with the Head of Operations on project-based initiatives to improve efficiency across the business.

In this entry point, you will gain exposure to Paraplanning, Accounting and Advice, identifying where technology can streamline workflows and reduce manual tasks. It's a hands-on role with real impact from day one.

Qualifications

• A relevant tertiary qualification (e.g., in Computer Science, Information Systems, Business or a related field) or equivalent practical experience.
• Strong analytical and problem-solving skills; able to map and document processes clearly.
• Excellent communication skills, able to explain technical concepts to non-technical stakeholders.
• Strong analytical and problem-solving skills; able to map and document processes clearly.
• Excellent communication skills, able to explain technical concepts to non-technical stakeholders.
• Self-starter who can work independently within projects.

Responsibilities

• Support project-based initiatives with Team Heads and the COO focused on improving efficiency across the business
• Work closely with key stakeholders to analyse and map processes across areas such as Paraplanning, Accounting and Advice
• Identify opportunities for automation and AI by reviewing workflows and highlighting manual tasks or inefficiencies
• Develop and implement automation solutions as part of project work to streamline processes and reduce repetitive tasks
• Research and test AI tools that can be applied to projects to improve productivity, document preparation and data analysis
• Document project outcomes and improvements and provide recommendations for further efficiency opportunities across the business

Skills

Analytical thinking

Process mapping

Communication skills

Self-starter

Education

Bachelor's degree in CS/IS/Business or related field

Tools

Claude

Co-Pilot

Job description

Australian Financial Planning Group is seeking a curious, technically minded graduate for a brand-new full-time role in Sydney. You will work directly with the Head of Operations on project-based initiatives to improve efficiency across the business.

In this entry point, you will gain exposure to Paraplanning, Accounting and Advice, identifying where technology can streamline workflows and reduce manual tasks. It's a hands-on role with real impact from day one.