Client Adviser (Wills & EPA) - Palmerston North or Whanganui

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

This is a role where people and detail come together.

You’ll spend your days supporting customers through important life decisions — helping them put Wills and Enduring Powers of Attorney in place, and making sure they clearly understand their options.

No two days are the same. One moment you’ll be having a thoughtful conversation with a customer, the next you’ll be working behind the scenes to ensure everything is documented correctly and completed to a high standard.

You’ll manage your own pipeline of work, balancing customer care with performance targets. It’s a role that requires focus, organisation, and the ability to keep multiple tasks moving at once.

You’ll work independently, taking ownership of your workload and making sure every interaction and outcome is handled with care, accuracy, and professionalism.

In this role, you will

Lead Wills and EPA conversations, guiding customers in a clear and empathetic way

Manage a busy pipeline of work, balancing customer needs with performance targets

Prepare accurate documentation and follow structured processes to ensure quality and compliance

Travel  between Palmerston North and Whanganui Offices.

This role can be based in our Public Trust Palmerston North or Whanganui office with 1 to 2 days travel required in between the 2 offices. A company car will be provided for work travel between the offices. It’s a great opportunity for someone who will enjoy working as a Client Adviser as well as someone who enjoys travelling and likes a change in scenery. This is a great position to meet and provide exceptional services, and build relationship with our customers in both locations.

About you | Ngā kōrero mōu

If you enjoy working with people and naturally build trust through clear, honest conversations, you’ll feel at home in this role. It suits someone who can take complex information and explain it simply, helping customers feel informed, comfortable, and supported.

Many people in this role have developed their skills in customer-facing, target-driven environments, where delivering great service and achieving results go hand in hand — and are motivated by working towards clear financial and performance goals.

You might be someone who enjoys structure and takes pride in working in a methodical way — paying attention to detail, following processes, and getting things right the first time.

It’s likely you’re used to managing a busy workload, balancing multiple customers and tasks, and knowing how to prioritise to keep things moving without becoming overwhelmed.

A calm, thoughtful communication style goes a long way here — especially when conversations require care, empathy, and sensitivity.

You’ll also be part of a wider team that provides legal and accounting support to families, often during emotionally significant times, which brings an added sense of purpose and meaning to the work.

At its core, this role is a great fit for someone who genuinely enjoys helping others, is motivated by achieving strong results, and wants to do meaningful work that makes a real difference.

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 developmentYou will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study

WellbeingYou’ll have access to workshops, activities and support services designed to help you feel your best — physically, mentally and emotionally

Birthday LeaveTake a paid day off for your birthday!

* Protecting what matters mostYou 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.

Applications Close: Monday 12 October 2026