Client Adviser

About the role

The Client Adviser supports New Zealanders with important life decisions such as creating a Will or setting up an Enduring Power of Attorney. The role combines face‑to‑face advice with community outreach across Rotorua, Whakatāne and Tauranga.

Key responsibilities

• Lead conversations about Wills and Enduring Power of Attorney with customers.
• Build and maintain strong relationships with local community groups, Age Concern, Citizens Advice Bureau and rest homes.
• Represent Public Trust at community events and increase awareness of its services.
• Travel regularly to regional locations, typically visiting one or two sites per week.
• Manage your own appointment schedule and ensure customers receive clear, accurate advice.

Required profile

• Excellent interpersonal skills and ability to quickly build trust.
• Capable of simplifying complex information for customers.
• Enjoys community engagement and networking.
• Self‑motivated, independent and uses good judgement.
• Committed to making a positive difference for people.

Required skills

What we offer

• Inclusive, collaborative work environment with a strong sense of purpose.
• Competitive salary and ongoing professional development opportunities.
• Opportunity to make a lasting impact on customers and communities.