Financial Planner Job Offer Letter Templates

The financial advisor who helps the clients meet their current money needs and their long-term financial goals is a financial planner. If you have recently taken the interview of such a capable person and are totally impressed, you must be thinking about hiring him or her for the role and this, make sure you write a nice job offer.

You can also take references from this useful sample letter of mine if you want, as going through it, you will be able to write yours easily.

Letter Template: 1


(Name of the sender)

(Address of the sender)


(Name of the recipient)

(Address of the recipient)


Dear Sir / Ma’am,

Subject: Job offer letter for the position of Financial Planner

We are pleased to offer you the post of a financial planner at [mention the organization or company’s name]. We have been looking for an individual like you who, with his skills and expertise in the field, further combined with an undying positive attitude, can deliver value to the organization.

We are glad to let you know that your interview impressed us on [mention the date], and we are confident that you will be suitable for this role.

As a financial planner, you will customize the financial plans following the client’s changing needs, find and approach prospective clients, examine and suggest financial opportunities like investments, insurance plans, create perfect and strong relationships to retain the existing clients, develop sound budgets and plans for clients, analyze the customer’s financial status and help them to implement their plans and carry out transactions.

The amount which we would like to offer you per annum is [mention the salary]. Based on how consistently you perform, we will be giving a hike of [mention the percentage] after [mention the time]. 

Along with reasonably good remuneration, you will be entitled to certain perks and benefits [mention them]. To make it convenient for you, the corporation will take care of laptop and mobile reimbursement.

We would like to further draw your attention to this particular part which mentions clearly that as the position offered to you is contractual; you will be asked to release the post after [mention the time period].

If you find this job offer according to your liking and are ready to accept all the terms and conditions, kindly sign this letter, put a date, and send it back by [mention the date]. For security reasons, you may keep a copy with you.

We will be waiting for your response as the start date, and other details can only be mentioned after this little procedure. In case of queries or doubts, do not hesitate to give a ring at [mention the contact no.]; alternatively, you may drop a mail at [mention the email ID].

Yours sincerely,


(Handwritten signature of the sender)


(Designation in the company)

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