Get to know Max
I joined Citywide in November 2023 as a Client Services Assistant. Two years later, I was promoted to Client Services Executive. I’m responsible for compiling documentation and analysis for meetings, as well as supporting the advisers with recommendation reports for clients. I’m available and happy to help helping with any additional requests from clients, whether by phone or email.
Despite once being certain I would never attend university, I ended up pursuing higher education and successfully earned a BSc in Financial Trading and Investment Management. Now, I’m taking the next step in my career by studying for exams to qualify as a paraplanner.
Outside of Citywide, I enjoy playing football every weekend, going out with friends, to the gym and investing for myself.
Paraplanning Apprenticeship
