ABOUT US

Dolphin Financial Limited was set up to offer an Independent Whole of Market Approach to Financial Advice. To give clients access to professional specialists when they need it through their lifetime.

OUR VALUES

The fair treatment of our clients is at the heart of our business. The advice you receive will be bespoke and tailored to your individual goals and objectives. We strictly adhere to the ‘ Treating Customers Fairly’ guidelines.

OUR APPROACH

At Dolphin Financial Limited, we pride ourselves in offering personal individual solutions for you, your family, and your business.

OUR TEAM OF PROFESSIONALS

Nigel Dolphin

Nigel Dolphin

Principal Director

Principal Director, Nigel Dolphin, has over 21 years of financial service experience, including Financial Management.

He is an expert in looking after business and personal clients for their borrowing and general insurance needs.

Ruth Dolphin

Ruth Dolphin

Principal IFA

Ruth has 24 years of financial services experience, including 17 years as a Financial Adviser and most recently 4 years as an Independent Financial Adviser.

Specialising in later life planning, looking at later life care and equity release for clients. Also qualified as an independent mortgage adviser and independent financial advisor. Looking after the needs of clients during their lifetime.

Qualifications: DipFA, CeFA, CeMAP, CeRER, CeLTCI, MLIBF

VIEW AVAILABLE JOBS & DESCRIPTIONS

Want to work for yourself, but within a team? We are looking to expand our team & have a number of positions available. For more information about all current vacancies, please see the drop-down boxes.

INDEPENDENT MORTGAGE ADVISER

INFORMATION

We are looking for an experienced mortgage adviser to join our growing team. This role is ideal for a successful mortgage adviser who is from an Estate Agency. Banking or Mortgage Brokerage background. When joining Dolphin Financial Limited you become a valued member of our team. We take the time to get to know you and will support you with professional tailored training to support your development. This includes training to build your knowledge, with the use of our award winning systems and products available. You will be independent, so will have access to the whole of the market. JOB CRITERIA

JOB CRITERIA

  • CeMAP qualified ( or equivalent)
  • A successful sales record/history
  • An understanding of the mortgage market
  • Excellent communication skills
  • Experience of Financial Services sales and an understanding of compliance regulations
  • Full UK driving license is essential

SALARY INFORMATION

Our Independent Mortgage Advisers are self-employed and work when it accommodates them and the business.

THE PACKAGE INCLUDES

  • Structured training for you – which qualifies for CPD
  • Access to award winning systems
  • You will be provided with a laptop and mobile phone
  • Ongoing support for you

Expected earnings per annum £50,000 to £100,000

Please email your CV and any questions to info@dolphinfinancialltd.co.uk

BESPOKE
Wills and Trust has been set up with the aim of helping individuals and families protect themselves from life’s unexpected and expected events. We specialize in Wealth Preservation to suit the individual’s needs, as everyone’s needs are different, we can tailor a package to suit you and your family’s needs helping you provide that essential cover that you and your family needs. So, if you want a professional, trustworthy service from a reliable and friendly team you are in the right place. Just click the contact us section and set up a no hassle, free review to discuss your needs.
FULLY INSURED
Law Card Assist as standard.

Trusts are without doubt the most robust way to ensure that your wishes are respected and loved ones’ inheritance protected. However, whilst we are always confident that a Barrister Drafted Trust arranged by us would withstand a challenge from an organisation or someone that believes they are entitled to part of your estate, what we can’t do is prevent them from trying.

That is why we provide Law Card Assist membership as standard with all Trusts we have arranged.  Law Card Assist includes Legacy Protect, a unique protection that has been created by a Lloyds of London broker specifically for our Barristers and the clients.

The reason this is so important is because being able to defend a challenge will incur legal fees. Also, the person (Trustee) defending the Trust may be exposed to an ‘adverse costs order’ (having to pay the challenger’s legal fees) in the unlikely event that the defence is unsuccessful. This financial exposure can often result in the Trustee deciding not to defend the challenge.

Via Law Card membership, Legacy Protect is automatically attached to each Trust and is designed to provide a Trustee with the financial wherewithal to not only address the legal defence fees but also the exposure to the other side’s costs.

In the event of a challenge, an experienced Barrister would be instructed to launch the defence and the insurance gives the Trustee(s) the confidence to proceed without the fear of personal financial exposure.

Clients in receipt of our Trust deed automatically receive Law Card Assist membership for one year and have the choice to renew their membership and maintain the valuable Legacy protection annually for a modest fee. Currently £65 per annum.

Clients in receipt of our Trust deed automatically receive LawCard membership for one year and have the choice to renew their membership and maintain the Legal Expenses Insurance annually for a modest fee. Currently £60 per annum.

SATISFACTION GUARANTEE
Great customer service starts with trust. We want to make sure your experience with Wills and Trust is a positive one.  That’s why we offer the following guarantees:

14-Day Money Back Guarantee

If you change your mind during the first 14 days from instructing us to set up a product for any reason, we’ll refund your money. No questions asked!

PUTTING CUSTOMERS FIRST
Putting our customers first means thinking about customers first in everything we do, understanding and anticipating customers’ needs, delivering on our promises to customers and taking ownership to get things right for customers first time.

© Dolphin Financial Limited | Registered in England & Wales. Company no. 10713348 | Authorised and Regulated by the Financial Conduct Authority | Website By The Indie Design Co.