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 current 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

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📌 AI & Automation Analyst – Graduate (Sydney)
🏢 Australian Financial Planning Group
📍 Sydney