Financial Advisor Cover Letter Example - CV Plaza

Financial Advisor Cover Letter Example

author Sobhan Mohmand, Career Expert         date 15 Oct 2020


56 Waterfall Lane
TX16 5DT

07526 630 182
[email protected]

28 May 2017

Ms Virginia Grant
Executive Manager
Fabulous Wealth
9 Rosedale Ave
UH21 3LP

Dear Ms Grant,

Re: Financial Adviser (ID: #JJ893)

I recently met your colleague, Ms Emma Brown, at a careers fair in Birmingham. She informed me of the vacancy for a Financial Advisor at Fabulous Wealth, and I am very keen to be considered for this role.

I have a first-class degree in Accountancy, demonstrating my ability to succeed in a finance-oriented working environment. During my university studies, I gained various transferable skills including communication, time management and organisational skills which are imperative in the role of a Financial Adviser.

My A-levels in Mathematics and Further Mathematics are evidence for my excellent mathematical ability which enables me to carry out accurate and quick calculations, spotting mistakes on financial statements and producing financial forecasting for the future. Additionally, my part-time work experience in retail has strengthened my interpersonal skills, enabling me to communicate with people that I do or do not know confidently.

I have a clear understanding of finance, and I wish to utilise this knowledge to help other people to save money, get out of debt or solve any other of their financial problems. Working for Fabulous Wealth hugely appeals to be as it is a highly reputable company which I would be very proud to work for. I believe I have the right skills and experience necessary to help your business continue to achieve fantastic results.

I have attached my CV for your consideration. Please do not hesitate to contact me if you have any further questions or require any additional information. Thank you for your time, and I look forward to meeting you soon!

Yours sincerely,

~ Signature goes here ~

Adam Randall.

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13 Great Arthur Street
SH30 9AW

07665 265 192
[email protected]

23 June 2017

Mr Alan Graham
James Banking
89 Waterloo Road
TL70 9EQ

Dear Mr Graham,

Re: Financial Advisor (Vacancy: AU3400)

I was absolutely delighted to see your Financial Advisor vacancy posted on my University’s student jobs website, and I wish to be considered for this position.

As an economics graduate, I believe that I possess many of the qualities and personal attributes required to be successful in this advertised role, including the ability to process complex information, excellent problem-solving skills and the ability to communicate effectively with clients. I am also a highly enthusiastic individual willing to learn from senior colleagues, and I enjoy following the latest news in the world of business and finance.

I am excellent at dealing with money, I have never been in debt, and I have an excellent credit rating. These facts demonstrate that I am financially successful in my own life and I will be able to provide practical and insightful advice to clients to help them achieve the same.

I am primarily attracted to James Banking because of its longstanding reputation as a leading financial services firm, offering tailored advice based on the banking needs of each individual client. I am also impressed by the fast track career programme at your company which, with the correct training and ambition, opens up the route for young advisors to attain senior positions in the organisation.

Thank you for time and consideration. Please feel free to contact me on 07665 265 192 at any time should you require any additional details or have any questions about my application. I hope that you will find my previous work experience and education an excellent match for this role, and look forward to hearing back from you in the coming days.

Yours sincerely,

~ Signature goes here ~

Felicity Bell.

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Written by Sobhan Mohmand
Sobhan is a qualified Careers Advisor and Professional CV Writer with over 10 years of experience in helping job seekers get a job. He is a Member of the Careers Development Institute (CDI) and is listed on the official UK Register of Career Development Professionals. He holds a Level 6 Diploma in Career Guidance and Development (QCF).


    £20.000 – £60.000
    Degree and Relevant Work Experience
    38+ hours per week


  • Communication Skills
    Ability to communicate ideas and concepts clearly and effectively
  • Computing Skills
    Having good knowledge of computers, Microsoft Office suite and major analytical and financial services software
  • Analytical Skills
    Ability to analyse business finances and market information
  • Interpersonal Skills
    Excellent interpersonal skills to build business relationships
  • Commercial Awareness
    Having a sound commercial awareness and knowledge of business conventions, practises and strategies
  • Numeracy Skills
    Dealing with numbers and figures in a financial context

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