Financial Planner Introduction Letter Template

A financial planner works in a banking organization that advises the customers for taking investment or insurance plans depending on the salary package. If you have hired anyone in the post of financial planner then you need to share the details about the person with the rest of the candidates in the organization.

You can refer to this link to write down the introduction letter about the financial planner. You need to mention the name, qualification, and experience of the candidate.  

Letter Template: 1

(Mention the sender’ name)

(Mention Job Title)

(Mention Company name)

 (Mention the Date)


(Mention the recipient’ name)

(Mention the Job Title)

(Mention Organization’ name)

Subject: A Note of Introduction of New Financial Planner

Hello (recipient’ name),

We expect to find you in the best working spirit. This letter is related to the introduction of a new Financial Planner for you. His/her talent in this field of financial investment will definitely strike your interest.

His/her complete name is [mention the full name] who has acquired the experience in the post of Financial Planner for [mention the number of years/ months].

He/she is highly qualified along with specialization in finance and has immense knowledge of the market. As a Financial Planner, he/ she will prove definitely productive in the team. He/she excels in communication and interpersonal skills. We are confident about his/her commitment towards his/her job and can be trusted for any responsibility. 

As a financial planner for quite a long time, he/she has successfully demonstrated his/her skills in advising about the financial products that the client can afford to buy. He/she has even assisted the clients in fetching good returns from the investment products.

In fact, he/she is able to win the trust of the client easily and that actually leads to the long-term business association. He/she has been chosen as the new Financial Planner in your team. You will be showing him/her the way to prepare the best financial strategies for clients in customized form.

If you feel that he/she will be requiring any training to improve the performance then always do the needful.

With his/her quick learning skills, he/she will definitely help in achieving the desired target which will be assigned to him. And keep reviewing his/ her performance report as per your specified timelines.    

To check more of his details, you can definitely contact him through email [mention the email id] or call him/her on his/her contact no [mention the contact no.].

We are looking forward to a great working relationship between both of you. If you have any queries about this new introduction then do not hesitate to call us. We are there to guide you.

Wish You Success ahead!

Regards and Thanks,

Faithfully Yours,

[Mention the name of the sender].


Company’s Name,

Office Contact No.:

financial planner introduction letter

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