Financial planning entry-level cover letter

This free sample cover letter for an entry-level financial planner has an accompanying financial planning entry level sample resume to help you put together a winning job application.


Peter Norton

5/131 Jacob Street
Blackland QLD 4000
T: (07) 9000 0000
M: 0400 050 505
E: [email protected]


James Kennedy

Recruitment Officer
Regional Bank of Australia
Locked Bag 4444
Blackland QLD 4000

Dear Mr Kennedy

Re: Entry-Level Financial Planner

I wish to apply for the Entry-Level Financial Planner position as advertised in The Sydney Morning Herald on 17 November 2008.

I am passionate about solving financial problems and devising investment plans, and am keen to pursue a career in financial planning. I recently graduated from the Financial Services Institute of Queensland with a Graduate Diploma in Financial Planning and PS146 compliance. I also have almost two years experience working in the financial planning divisions for Getrich Bank and Blackland Bank.

In my current position as a Financial Planning Assistant at Blackland Bank, I work closely with my Financial Director and finance team to give clients the best financial solutions. I meet clients on a daily basis to answer queries and enable them to make financial decisions according to their own unique situations and I work to maintain excellent relationships with them. I also answer a wide range of customer enquires from the bank’s inbound call centre and use various software programs such as Windham to complete customer reviews.

My previous experience as a Financial Planning Support Officer at Getrich Bank honed my communication, organisation and multitasking skills. In this role, I managed my time between assisting a senior financial planner with maintaining relationships with clients and planning investment strategies, and completing administrative tasks such as compiling customer profiles, overhauling the database and collating market rates.

I am excited about the opportunity to join the financial planning team at Regional Bank of Australia. Please find my resume and academic record attached and I look forward to an opportunity to discuss my suitability for the position further at an interview.

Thank you for your time and consideration.

Yours sincerely

[sign here]

Peter Norton

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