Paraplanner Cover Letter Example: 4 Templates

While writing a cover letter for the post of paraplanner, mention in it, why you are eager to join this particular organization and why they should recruit you for this position. For reference, you can have a look at the below-given samples.

Template: 1

Paraplanner Cover Letter

James Brown

238 Broadway

New York

NY

United States

To

The HR Manager

XYZ Company

354 F 63rd Street

New York

NY 10022

United States

Sub: Cover letter for the post of a paraplanner

Dear Mr. or Mrs. or Ms. HR Manager,

I am glad to be writing this letter to apply for the position of paraplanner at [mention the name of the organization]. Ever since my college days, I have dreamed of becoming a part of this famed organization and today, I am happy to have finally got an opportunity. I possess all the required educational qualifications, skills, and experience to perform well in this post.

To become a paraplanner, I have worked hard to obtain all the needed qualifications. I have successfully achieved a [mention the degree] from [mention the name of the educational institution] and [mention the name of the course certificate] from [mention the name of the educational academy].

For almost [mention the time period] I worked at [mention the name of the organization] as a paraplanner and there my job duties included handling client portfolio investment recommendations and analysis, reviewing notes from all client meetings, gathering data and preparing forms, illustrations, and quotes, preparing and maintaining the client file, completing client trades accurately and efficiently, preparing and ensuring new business paperwork processes successfully, maintaining communication with clients during the financial planning procedures.

I have good analytical skills, an ability to evaluate suitability in line with the goals of the clients, and a strong understanding of financial products and services.

Please hire me for this role and I will ensure to do my best here.

Thank you,

From

James Brown

[Handwriting signature]

[Mention the contact details]

[Mention here, if there is any post note to be given]

Template: 2

Paraplanner Cover Letter

James Brown

238 Broadway

New York

NY

United States

To

The HR Manager

XYZ Company

354 F 63rd Street

New York

NY 10022

United States

Sub: Cover letter for the post of a paraplanner

Dear Mr. or Mrs. or Ms. HR Manager,

I am immensely happy to be framing this letter to apply for the post of paraplanner at [mention the name of the organization]. Working at this illustrious organization and making a name here, I want to be a super successful paraplanner. I believe I am the most suitable candidate for this position as I have all the desired knowledge, qualities, and experience.

From one of the most distinguished educational institutions [mention the name], I obtained a [mention the degree] in the year [mention it] and from [mention the name of the educational academy] I received a [mention the name of the course certificate] in the year [mention it] that helped me to gain a better understanding of my job.

Prior to applying here, I worked at [mention the name of the organization] as a paraplanner for more than [mention the number of years] and there I successfully handled all my day-to-day tasks.

I supported compliance within the practice and fulfilled all compliance responsibilities, prepared and ensured new business procedure paperwork successfully, prepared, analyzed, and reviewed high cash reports with advisors to determine action items, and helped in the execution of some business.

I have strong technical knowledge combined with excellent communication skills. I possess reliable interpersonal skills and exceptional client service abilities.

I will prove myself to be a major asset to the firm if you allow me to join it.

Thank you,

From

James Brown

[Handwriting signature]

[Mention the contact details]

[Mention here, if there is any post note to be given]

Similar Posts:

Was this article helpful?

Leave a Comment