Honestly, If we need an absolutely CANON reason for the individual behind the letters I'd like to think it was the nerevarine. Talos did indeed make an appearance in morowind where he manifested himself. Why not manifest himself this time if it was him? During the events of Morrowind the nerevarine became immortal. During Oblivion he is said to have ventured to Akavir to investigate the tiger dragon's intent. So what if he came back to do a little recruiting? (honestly before I get ripped about nerevarine being female in some playthroughs Oblivion books distinctly called him a he)