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Employer Partner of STEP

Affinity Private Wealth is an accredited Employer Partner of STEP in Jersey.

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. STEP works to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members. STEP provides an industry benchmark for training and education for trust and estate practioners (TEPs) who are internationally recognised as experts in their field, with proven qualifications and experience

To gain accreditation as an Employer Partner, an organisation must demonstrate its commitment to high-quality professional development. As a minimum, a firm must have a comprehensive L&D (Learning & Development) policy, a hands on approach by senior management to guide and assist staff throughout the study process and the provision of financial and time support for study. Not only have Affinity met these standards, but have introduced a number of additional initiatives that serve to enhance our continued professional and personal development of our staff. These include a well-being program, a mentoring program and regular lunch and learn sessions.

Our accreditation as a STEP Employer partner will enrich our internal offering with regard to L&D by enabling access to a wide range of STEP resources and demonstrates to stakeholders the value we place on our people through our commitment to L&D and CPD (Continuing Professional Development).