Senior Wealth Planner – HNW/UHNW Clients, London

IDEX seeks a Senior Financial Planner in London to join a premier investment bank, serving high-net-worth and UHNW clients with year-round financial guidance. Based in modern offices, you will collaborate with the wealth management team and have direct client interactions to deliver high-quality service.

The role emphasizes clear communication of complex financial concepts, a strong client-service orientation, and close cooperation with Wealth Managers and Regional Partners, supported by strong

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