Financial Planner Welcome Letter Template

Assisting clients with creating personal budgets is mainly what a financial planner does.

But then in order to be successful in the role, such an individual also needs to possess certain other qualities like attention to detail, strong critical thinking skills, apart from being well-educated and efficient.

If you think you have successfully hired such a person to work for you then you might be thinking of composing a great welcome letter. Make sure to use this sample letter as a reference if you want to create your own perfect letter.

Letter Template: 1

[Mention the name of the sender]

[Mention the Address of the sender]

[Mention the contact information of the sender]


[Mention the name of the recipient]

[Mention the address of the recipient]

[Mention the contact information of the recipient]

Subject- Letter to Welcome the Financial Planner

Dear [Mention the name of the Recipient]

We would like to congratulate you on being selected and as well as being appointed as our new financial planner for the [mention the name of the company].

With your guidance, we at the company and the management are pretty sure that you will excel at your assigned job and would soon bring colors of success for the company in the future.

We would like to bring your kind attention to the matter and would like to inform you that our company has arranged a buffet and a meeting for the new employees along with a mini inauguration ceremony.

We request you to be there at sharp [mention the time] on [mention the date] in the [mention the venue with proper address and all other details].

Kindly be there at the above-mentioned time, as you will be having meetings with the managerial officers regarding your job duties and responsibilities.

In case of any further doubts, kindly feel free to contact the human resource department for your assistance. We are confident enough that the human resource team will solve your entire problem with ease and will not let you suffer.

Thank you so much.

With regards,

[Hand-Written Signature]


[Notary or witness if required].

Download Template :
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