Technical capability matters. Domain knowledge is essential.

We are looking for a hands-on automation specialist who understands how Australian financial advice businesses operate, the systems advisers use and the workflows that support advice delivery.

Most automation projects fail for one reason: the technology may work, but the person building it does not fully understand the business process.

Centrepoint Alliance is an ASX-listed financial services company seeking a Robotics & Workflow Automation Contractor to design, build and implement automation solutions across our financial advice, compliance, professional standards and operations teams.

We have a pipeline of real operational opportunities and business experts ready to work directly with you. We need someone who can quickly understand a process, improve it where necessary, and deliver a practical solution that works in a regulated workplace.

This is not a generic automation role. Working knowledge of financial advice and the systems used by financial advisers is a prerequisite. Applicants who cannot demonstrate relevant financial advice or wealth-management domain experience are unlikely to be effective in the role.

What you'll actually do

- Design, build and implement automation solutions across financial advice, professional standards and operations.

- Map current workflows, identify pain points and redesign inefficient processes.

- Build workflow and robotic process automation solutions using Power Automate, Power Platform and other fit-for-purpose tools.

- Use APIs and native system integrations where these provide a more reliable solution.

- Build monitoring, exception handling, auditability and operational controls into production solutions.





- Work directly with business leaders, advisers and subject matter experts.

- Document solutions and transfer knowledge to internal owners.

You're right for this if...

- You have delivered workflow automation projects that are operating in production.

- You understand how Australian financial advice businesses and adviser practices operate.

- You have practical experience with adviser technology platforms, preferably Xplan.

- You are highly capable with Microsoft Power Automate and the Power Platform.

- You can move comfortably between process discovery, stakeholder discussions and hands-on technical delivery.

- You challenge inefficient processes rather than simply automating them unchanged.

- You work independently, communicate clearly and take ownership of outcomes.

Essential experience

- Financial advice, wealth management, licensee or adviser-practice experience.

- Workflow automation and robotic process automation delivery.

- Microsoft Power Automate and Power Platform.

- Business process mapping and requirements analysis.

- System integration using APIs, connectors or structured data exchanges.

- Stakeholder engagement in a regulated business environment.

Important - Applications should clearly demonstrate relevant financial advice or wealth-management domain knowledge.



Technical automation experience alone will not meet the requirements of this role.

Bonus points for

- Hands-on Xplan experience, including workflows, administration or integrations.

- Experience with AdviserLogic, or other adviser systems.

- Copilot Studio, Azure AI, UiPath or Automation Anywhere experience.

- Financial advice compliance, audit, file-review or professional standards experience.

- Experience workshopping with Advisers and Users and designing practical workflows for businesses

What we offer

- A practical pipeline of automation opportunities ready to assess and deliver.

- Direct access to senior business leaders and experienced financial advice subject matter experts.

- A project-specific contractor engagement with flexible, negotiable time commitment (part-time through to full-time) and hybrid working.

- The opportunity to shape reusable automation standards and capability across the Group.

- Work at the intersection of financial advice and workflow automation within a regulated environment.

How to Apply?

Hit APPLY and include a short note covering:

- The automation solutions you have personally designed and delivered.

- The technologies used and the measurable business outcomes achieved.

- Your experience in financial advice, wealth management or adviser-practice operations.

- The adviser systems you have worked with, including your level of Xplan experience.

- Your availability, preferred engagement model and indicative daily rate.

You can contact Linda Markwell, Head of Human Resources on 1300 557 *** for a confidential discussion.

* No recruitment agencies please.

📌 Robotics & Workflow Automation Contractor (Sydney)
🏢 Centrepoint Group of Companies
📍 Sydney