AI & Automation Analyst – Graduate

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

This is a brand-new, full-time role for a curious, technically minded graduate who is passionate about AI and automation. You will work directly with the Head of Operations on project-based initiatives to improve efficiency across the business. This is a fantastic entry point into a specialist role - you will have real impact from day one, working across areas including Paraplanning, Accounting and Advice, identifying where technology can make life easier for our teams.

Key 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

About you

A relevant tertiary qualification (e.g., in Computer Science, Information Systems, Business or a related field) or equivalent practical experience

Genuine enthusiasm for AI and automation - you stay across new tools and love finding smarter ways to work

Some hands-on experience with automation tools or AI platforms (e.g., Claude, Co-Pilot), even in a personal or study context

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 and manage their own workload within projects

About us

We are a well-established, Australian-based financial planning company headquartered in Sydney. Our team is focused on delivering exceptional advice to clients and we are investing in new ways to work smarter, reduce manual effort and improve outcomes across the business.

A newly created role with genuine scope to shape how AI and automation are used across the business

Direct exposure to senior leadership and meaningful project work from the start

A supportive, collaborative team culture in a stable, growing company

Ongoing learning and development opportunities in a fast-moving field