How to Write a Finance Cover Letter in 2025

Create your cover letter now

Jacques Buffett, CPRW

Career Expert

Updated 25 April 2025

Reviewed by:

Roma Kończak, CPRW

Article Helpfulness:

Create a cover letter now

Struggling to write the perfect finance cover letter without sounding like a spreadsheet in human form? You're not alone. Whether you're crunching numbers or chasing that first analyst role, your cover letter for a finance position needs more than just buzzwords—it needs personality and precision. In this guide, we’ll break down what makes a finance cover letter stand out and share finance cover letter examples that actually work. Let’s turn that “Dear Hiring Manager” into a doorway to your dream job in finance!

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Finance Cover Letter for a CV—See more cover letter examples and create your cover letter here.

Here are some cover letter guides for other careers:

Finance cover letter sample

Sophie Delaney
Financial Consultant
42 Hadley Street
Manchester
M14 6PL
sdelaney@email.co.uk
07788 888 888
linkedin.com/in/sdelaney

Mr Jonathan Wells
Head of Recruitment
Pennywise Financial Group
85 Queen’s Gate
Manchester

25th April, 2025

Dear Mr Wells,

I’m writing to express my keen interest in the Financial Consultant role at Pennywise Financial Group. With over eight years in the finance sector and a long-time account holder at your Deansgate branch, I’d be delighted to offer my strategic financial insight and client relationship expertise to your expanding team. At Larchwood Advisory, I led initiatives that improved financial planning services for over 300 clients, consistently achieving a 98% satisfaction rate.

I understand this role involves mentoring junior consultants—a responsibility I’ve handled extensively. At Larchwood, I supported four new hires, helping them exceed client KPIs within their first quarter. Additionally, I hosted monthly financial literacy workshops that boosted client retention by 22% and attracted new leads through targeted community outreach.

Joining Pennywise would be a brilliant next step. I’m excited by the prospect of contributing to your growth strategy, especially in the Midlands region, and replicating the success I saw at Barrow & Finch, where I grew portfolio revenues by 18% in under a year.

Would you be open to a quick chat next week to explore how I can support your team’s goals?

Kind regards,

Sophie Delaney

PS—I’d love to tell you more about the bespoke budgeting tool I developed that helped a local start-up hit profitability in its second quarter.

That’s how to write a winning cover letter for a finance job! Read on and follow our step-by-step instructions to create your own one.

Finance cover letter template

Here’s how to write a finance cover letter for a job application:

1. Choose the best finance cover letter format

Ensure your letter follows standard formatting rules:

Set all margins to 1 inch.
Use single or 1.15 line spacing for readability.
Select an easy-to-read font, sized between 11 and 12 points.

2. Add a professional cover letter header

Your contact details should appear in the top-left corner:

Include your full name, phone number, email address, and LinkedIn profile.
Add the date below your contact info.
Follow this with the employer’s name and contact information.
If you're unsure who the hiring manager is, do some research—check the company site or LinkedIn, or give them a quick call.

Can’t find the name of the hiring manager? Do the research. Check the company’s website and LinkedIn profile, or call the branch and ask.

3. Start with a strong, personalised opening

Here's how to open your finance cover letter:

Greet the hiring manager by name using “Dear [Name].”
Mention the role you’re applying for.
Open with a compelling achievement that aligns with the job.

4. Show you’re the ideal candidate

Prove that you're the perfect match and:

Customise your letter to reflect the job posting.
Showcase relevant accomplishments that match the employer’s expectations.
Where possible, use numbers to quantify your success.

5. Explain your interest in the role

Show the recruiter why you're after this specific position:

Let them know why this particular job excites you.
Share what attracts you to the company.
Demonstrate your commitment to a long-term career with them.

6. Include a call to action

Keep your tone confident but at the same time polite and:

Invite further discussion by proposing a meeting or call.
Offer a solution or insight into how you can meet their needs.

7. Finish with a professional sign-off

Here's how to conclude your finance cover letter:

Sign off professionally using “Yours sincerely” or “Yours faithfully.”
Add your full name and optionally a digital signature.
Reiterate your email address and phone number.

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Thanks for taking the time to read! How did you like our finance cover letter examples? Do you have a go-to approach for making a strong financial cover letter? Share your thoughts in the comments below!

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