Platinum Financial Planning Employee Handbook


1. Induction - We believe that employees can perform competently and productively where clear goals and objectives are well communicated. To fulfil this commitment, we conduct induction training for newly appointed employees to familiarise them with the Company’s operations and its policies and procedures. This is the responsibility of the Operations Manager. 2. Ongoing Learning - We believe that giving you the chance to learn new skills, grow your knowledge and share your experiences will help us to achieve our business and your personal goals. Learning at Platinum is focused on achieving excellence in your current role as well development, guidance and support to progress your career. 3. Rewarding You - At Platinum we offer all employees the opportunity to save for their retirement through our tax efficient and flexible workplace pension scheme. We also provide a Death in Service Benefit equivalent to 4 times the employees annual salary (this may subject to underwriting). In addition, we offer a great selection of discretionary benefits for you to choose from including Tech-scheme, which allows you to enjoy savings on a wide range of tech products; Cycle to Work scheme, which allows you to save money on a new bike and spread the cost, and Financial support for role related industry qualifications to promote professional development. We are serious about supporting employees’ overall wellbeing and are happy to provide an Employee Assistance Programme. Finally, our rewards programme is complemented by a range of supportive HR policies and procedures, designed to help employees balance the needs of their home and work lives. 4. Appearance and Dress Code - The way you look at work creates an image of Platinum therefore it’s important that we all look smart and professional so whatever your role, we expect you to dress in a way that’s suitable to what you do and where you work. The following are items of inappropriate attire:

T shirts


Track suit

Trainers/gym shoes

No casual jackets or casual overcoats to be worn when meeting with clients.


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