Client Adviser

About us | Ngā kōrero mō matou

At Public Trust, we’re passionate about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.

As an autonomous Crown entity, we are trusted by Kiwis to guide them through life’s most important moments. Today, we’re proud to be New Zealand’s largest and most experienced trustee services organisation, leading and shaping the future of our industry.

Our work spans estate management, corporate trustee services, charitable trusts, and investments, delivering specialist care and expertise that makes a real difference for people. When you join us, you become part of a team that creates an impact that lasts.

Ready to learn more? Explore our website and check out our YouTube videos to see how we’re shaping the future.

About the role | Mō te tūranga

In this role, you’ll support New Zealanders through important life decisions - from putting a Will in place to setting up an Enduring Power of Attorney. Your days will be varied and people focused. You might be guiding a customer through their plans one moment, then out in the community the next - building relationships and raising awareness of what Public Trust can offer.

You’ll work closely with Age Concern, Citizens Advice Bureau, rest homes, and local community groups, becoming a trusted presence across your region. Regular travel is part of the role, across Rotorua, Whakatāne and surrounding Tauranga areas, typically visiting one location each week (sometimes twice weekly).

Working independently, you’ll manage your own appointments, think on your feet, and ensure customers receive clear, accurate advice.

In this role, you will:

• Lead Wills and EPA conversations with customers
• Build strong relationships across your local community
• Represent Public Trust in the community and grow awareness of our services

About you | Ngā kōrero mōu

You’re someone who connects easily with people and builds trust quickly. You’re able to take complex information and explain it in a clear, simple way that helps customers feel informed and at ease.

You enjoy being out in the community, meeting new people, and building genuine relationships. You’re confident starting conversations, representing what you do, and creating opportunities through those connections. You’re comfortable working independently, managing your own day, and using good judgement. You know when to seek advice and take pride in getting things right for your customers.

Most importantly, you’re motivated by making a difference - helping people feel supported and confident about their future.

What we offer | Ā mātou mahi

At Public Trust, we have a strong sense of purpose and shared values that put people at the heart of everything. We offer an inclusive and collaborative work environment, underpinned by our culture of care.

Our people love that they’re making an impact for our customers, communities and New Zealand. You’ll have access to competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;

• Learning and development You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study
• Wellbeing You’ll have access to workshops, activities and support services designed to help you feel your best — physically, mentally and emotionally
• Birthday Leave Take a paid day off for your birthday!
• Protecting what matters most You can get your will and enduring power of attorney sorted for free.

How to apply | Me pēhea te tono

If you're interested in joining our team, apply online now! To be considered for this position, you must have the legal right to live and work in New Zealand.