Appraisal Letter For Financial Planner

[Mention the name of the sender]

[Mention the name of the company of the sender]


[Zip code]


[Phone Number]


Subject: Appraising your performance as a Financial Planner

Dear: [Mention the name of the addressee]

Working as one of the most trustworthy and potential employees of [mention the name of the company or organization] since the last [mention the no. of years] we have always taken you to be a positive asset to the company.

An independent, dynamic, and self-motivated man like you is indeed a valuable addition to any company. We would like to express our sincerest admiration for your outstanding efforts in your workplace.

You have always proved to be major support by helping us with your skills such as tax principles and optimization, integrated financial planning, risk management and insurance planning, and the capability to explain information simply and clearly.

We sincerely appreciate your continued efforts in achieving the assigned duties successfully every time like assisting the teammates with relationship development, making sure service and operational quality standards are applied and compliance and risk management rules are followed, help manage workflow effectively within the department and maintain accurate records and document storage for compliance purposes.

During the time when you showed us absolute professionalism and dedication regarding the completion of that project [mention the details of the project] where we were facing certain initial difficulties have inspired not only us but even the higher management.

With your help, we are able to achieve our goals without a second of downtime that helps us lead the corporation to further development and success.

Before the yearly evaluation please give an extra amount of attention to improving your interpersonal skills a bit more and we are sure that you will give the company even better results.

Wish you the very best and may you continue with us for a very long time.


[Mention the name of the sender]

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