Platinum Financial Planning Employee Handbook


Dear Colleague, Thank you for choosing Platinum Financial Planning. I hope you will find it a positive working experience, where you will be able to grow and achieve your career goals. I would also like to wish you every success during your employment with us, whether you have recently joined Platinum or you are an existing colleague. This Employee Handbook is designed to introduce you to us and to be of continuing support to you during your career with us. Together with your offer letter and your contract of employment, this Handbook outlines the rewards and benefits you may want to take advantage of. It also lets you know where to find the main policies and procedures that cover your employment with us and outlines the high standards of conduct we expect of you. We want Platinum to empower and improve lives through providing insight. When we asked our clients what they valued most about Platinum they said it is our professional approach, that we are a trusted partner, and we are invested in them and their goals. How we approach our business is underpinned by our values and brought to life daily by each of you in how you interact with each other and our clients. So, I hope you’ll embrace our values of being Invested, Professional, Trusted and Always Improving, every day of your career with us. I look forward to working with you, Jonny


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