11 Budget Management jobs in London

The Role: I am recruiting a Financial Planning Administrator / IFA Administrator / Financial Planning Assistant to join the team at MLP Wealth Management, a progressive and ambitious independent Chartered Financial Planning firm based in Banstead, Surrey (SM7). Working in a collaborative, fast paced and client focused team, the Financial Planning Administrator provides highly involved administrativ.

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Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses, who are currently recruiting for several experienced Administrators to join their regional Thames Ditton offices, one of 50 nationally.

The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.

Please note:  Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered as the business is very happy to have long term administrators.

Overview of the role is detailed below:

• Client correspondence, written and verbal.
• Processing new business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with internal procedures.
• Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• General back-office support using IO software

Benefits of joining the business:

25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid working.

The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.

Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.

Please apply to us here at Recruit Wealth for an immediate response.

Head of Financial Planning & Analysis
Maternity Cover (Up to 12 months)
67,000
To start ASAP
London/Hybrid

Head of Financial Planning & Analysis required for a leading specialist children's health charity on a 12 month fixed term contract basis. The Finance team is undergoing an exciting period of transformation, including the implementation of a new finance system. This is a key role where you will lead the post-implementation phase of the new system and continue delivering high-quality financial performance reporting, forecasting, and business insights.

Detailed duties include;

• Drive financial planning and analysis processes: Oversee the preparation of the charity's budgets, forecasts, and long-term financial plans, ensuring timely and accurate reports for senior leadership and governance committees
• Lead the implementation of improvements: Manage the post-implementation phase of the new finance system and use it to enhance financial reporting, forecasting, and planning
• Manage the month-end process: Ensure timely, clear, and accurate delivery of monthly management accounts, financial reports, and analysis
• Collaborate with stakeholders: Work closely with budget holders, senior leadership, and other departments to ensure financial performance aligns with organisational strategy and objectives
• Provide strategic insights: Make recommendations on improving efficiency and value for money, and support the development of business cases for new initiatives
• Lead and develop a team: Manage and support Finance Business Partners and the Income Management Accountant, providing guidance and development opportunities to ensure high performance
• Improve financial controls and reporting: Develop and embed financial control processes, improve management reporting outputs, and deliver stronger insights to stakeholders
• Support cross-functional projects: Contribute to cross-functional initiatives and ensure the financial implications are well understood

In order to be successful in the role we are looking for;

• Qualified accountant (ACA, ACCA, CIMA or equivalent)
• Extensive experience in FP&A within senior finance roles, ideally within the charity or not-for-profit sector
• Ability to lead and develop a high-performing team and manage competing priorities
• Proven track record of managing and delivering budgets, forecasts, and monthly reporting with a strong focus on financial planning and analysis
• Advanced Excel skills, and experience with financial systems (experience with finance system implementation is a plus)
• Able to driving change within the finance function to improve processes and outcomes
• Strong ability to problem-solve and make informed decisions based on data, Emotional intelligence, with excellent negotiation and influencing skills, a proactive mindset and ability to thrive in a dynamic, fast-paced environment

Your new company

A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished heritage spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution.

Your new role

As a Senior Business Readiness Analyst, you will be joining an established team of Change Analysts and Managers focusing on front-office projects. This role will specifically sit within the financial planning portfolio and will be required to work directly on key financial planning initiatives. This will include an XPlan integration, focusing on ensuring that the implementation has the adoption required by the business.

The Senior Business Readiness Analyst will also be working on a specific new proposition for the Financial planning business. This is at a very early stage and is the beginning of a revolutionary new proposition for the organisation which can transform the way their FP business performs. There will also be several other initiatives which you will be required to work on.

What you'll need to succeed

• Strong Financial Planning experience
• Some Business Analysis experience
• Business readiness skills, including change communications, training etc
• Investment management experience nice to have
• Solid stakeholder engagement skills

What you'll get in return

• Competitive basic salary
• Benefits package including 9% pension
• 25 days annual leave
• Hybrid working - 2-3 days in the office

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Are you an experienced finance professional looking to take the next step in your career? Do you thrive in a dynamic, strategic role while still getting involved in the hands-on work? If so, we might have just the role for you!

The Altro Group are looking for a Head of FP&A to join the Finance team. The Group FP&A team are financial business partners to the senior managers within the Altro Floors & Walls and Autoglym divisions and are responsible for preparing tailored financial reporting and analysis including monthly management accounts, analysis of business performance, annual budgets and 5-year plans.

This role leads the FP&A team of 6 Management accountants. This is a full time (37.5 hours a week), permanent, hybrid role (minimum of 3 days a week in our Letchworth Garden City, Hertfordshire HQ)

We are looking for an experienced finance professional with a strong background in FP&A to lead our dynamic team. The ideal candidate will hold a CIMA, ACA, ACCA, or MBA in Finance and have a demonstrated experience in FP&A within a complex, global commercial environment.

You will have a proven track record in managing and optimising financial planning and reporting systems, preparing detailed management accounts, and conducting tailored business performance analysis across areas such as sales, margins, manufacturing, inventory, and working capital.

Your experience with system implementation, such as JDE or similar packages, and complex group financial reporting will be key to driving efficiency and accuracy.

You'll be confident at developing financial models, interpreting data, and providing clear, concise insights for decision-making. With strong interpersonal and leadership skills, you'll manage a talented FP&A team, demonstrate brilliant attention to detail, and proactively solve problems, all while ensuring deadlines and high-quality delivery.

We are pleased to be partnering with Inclusive Employers, who are experts on workplace inclusion. They are the first and leading membership organisation for employers who are committed to prioritising inclusion and creating truly inclusive workplaces.

Enhanced family friendly benefits

Including Maternity, Paternity and Shared Parental Leave.

Holidays

We all need a break, and our holiday entitlement starts at 25 days plus bank holidays. Don't worry if you need a little extra. you can buy some more!

Employee Benefits Hub

Many of us are feeling the pinch at the moment from the rising cost of living. As a result, we have looked into ways in which we can further support employees during these challenging times and we have launched our Benefit Hub to all UK employees which entitles us to exclusive discounts with our retail partners.

Learning and Development

We have a comprehensive programme of in-house training and coaching as well as access to external courses to ensure that you can continue to grow and develop throughout your career with the Altro group.

Pension

A defined contribution pension scheme available for all staff. The minimum contribution level is 4%, which will be matched by the company, however if you wish to contribute a higher level, this will be matched by the company up to 6%, in line with your length of service and the benefit being provided

Life Assurance

Hopefully never needed, but from day one you will be covered by our life assurance scheme which will pay up to four times your annual salary

Occupational Health

We offer occupational Sick Pay and even have an onsite Occupational Health Service available to help get you back on track.

Employee Assistance Programme

A 24-hour helpline to support you through any of life's issues or problems. EAP service is entirely confidential, reliable and as a professional EAP provider, Heath Assured have teams of qualified experts to answer your calls any day, any time. They can support you on the telephone, online or in person; whichever is most suitable and appropriate. Some services are also available for anyone in your household.

Volunteering

In support of our Foundation vision, our wish is for every employee, globally, to give one day per year (the day is paid for by the company), to volunteer for a healthcare related charity/organisation. Just one day, can make a big difference!

Social Events

There are a variety of social events across the group, including the company Christmas party.

Retirement Planning

It might be a long way off, but we know it's not always easy to stop working so we provide advice and support to ease the transition to retirement.

Eye Care

Free eye tests are available for all employees.

Long Service

We offer long service awards to all our employees.

Parking

Don't worry about getting parked.we have free car parking at all our sites.

Additional benefits (depending on your role)

Hybrid Working

Providing flexibility around both home and office working.

Car Allowance

Certain positions with us entitle you to car allowance.

Private Medical Scheme

The type of cover available to you will be dependent on your job.

Are you an experienced finance professional looking to take the next step in your career? Do you thrive in a dynamic, strategic role while still getting involved in the hands-on work? If so, we might have just the role for you!

Job Opportunity

The Altro Group are looking for a Head of FP&A to join the Finance team. The Group FP&A team are financial business partners to the senior managers within the Altro Floors & Walls and Autoglym divisions and are responsible for preparing tailored financial reporting and analysis including monthly management accounts, analysis of business performance, annual budgets and 5-year plans.

This role leads the FP&A team of 6 Management accountants. This is a full time (37 .5 hours a week), permanent, hybrid role (minimum of 3 days a week in our Letchworth Garden City, Hertfordshire HQ)

Company Benefits

Enhanced family friendly benefits

Including Maternity, Paternity and Shared Parental Leave.

Holidays

We all need a break, and our holiday entitlement starts at 25 days plus bank holidays. Don't worry if you need a little extra you can buy some more!

Employee Benefits Hub

Many of us are feeling the pinch at the moment from the rising cost of living. As a result, we have looked into ways in which we can further support employees during these challenging times and we have launched our Benefit Hub to all UK employees which entitles us to exclusive discounts with our retail partners.

Learning and Development

We have a comprehensive programme of in-house training and coaching as well as access to external courses to ensure that you can continue to grow and develop throughout your career with the Altro group.

Pension

A defined contribution pension scheme available for all staff. The minimum contribution level is 4%, which will be matched by the company, however if you wish to contribute a higher level, this will be matched by the company up to 6%, in line with your length of service and the benefit being provided

Life Assurance

Hopefully never needed, but from day one you will be covered by our life assurance scheme which will pay up to four times your annual salary

Occupational Health

We offer occupational Sick Pay and even have an onsite Occupational Health Service available to help get you back on track.

Employee Assistance Programme

A 24-hour helpline to support you through any of life's issues or problems. EAP service is entirely confidential, reliable and as a professional EAP provider, Heath Assured have teams of qualified experts to answer your calls any day, any time. They can support you on the telephone, online or in person; whichever is most suitable and appropriate. Some services are also available for anyone in your household.

Volunteering

In support of our Foundation vision, our wish is for every employee, globally, to give one day per year (the day is paid for by the company), to volunteer for a healthcare related charity/organisation. Just one day, can make a big difference!

Social Events

There are a variety of social events across the group, including the company Christmas party.

Retirement Planning

It might be a long way off, but we know it's not always easy to stop working so we provide advice and support to ease the transition to retirement.

Eye Care

Free eye tests are available for all employees.

Long Service

We offer long service awards to all our employees.

Parking

Don't worry about getting parked. We have free car parking at all our sites.

Additional benefits (depending on your role)

Hybrid Working

Providing flexibility around both home and office working.

Car Allowance

Certain positions with us entitle you to car allowance.

Private Medical Scheme

The type of cover available to you will be dependent on your job.

Essential Skills

We are looking for an experienced finance professional with a strong background in FP&A to lead our dynamic team. The ideal candidate will hold a CIMA, ACA, ACCA, or MBA in Finance and have a demonstrated experience in FP&A within a complex, global commercial environment.

You will have a proven track record in managing and optimising financial planning and reporting systems, preparing detailed management accounts, and conducting tailored business performance analysis across areas such as sales, margins, manufacturing, inventory, and working capital.

Your experience with system implementation, such as JDE or similar packages, and complex group financial reporting will be key to driving efficiency and accuracy.

You'll be confident at developing financial models, interpreting data, and providing clear, concise insights for decision-making. With strong interpersonal and leadership skills, you'll manage a talented FP&A team, demonstrate brilliant attention to detail, and proactively solve problems, all while ensuring deadlines and high-quality delivery.

Creating an Inclusive Environment

We are pleased to be partnering with Inclusive Employers, who are experts on workplace inclusion. They are the first and leading membership organisation for employers who are committed to prioritising inclusion and creating truly inclusive workplaces.

• Lead the development of annual budgets and multi-year financial forecasts.
• Conduct in-depth variance analysis, identifying key drivers and providing commentary on financial performance.
• Develop and maintain complex financial models to support strategic initiatives, M&A activities, and investment decisions.
• Prepare regular financial reports and presentations for senior management and stakeholders.
• Partner with various departments to gather financial data and provide analytical support.
• Identify opportunities for cost savings and revenue enhancement.
• Monitor key financial metrics and KPIs, highlighting trends and risks.
• Assist in the preparation of board materials and investor relations communications.
• Support the implementation and optimization of financial systems and processes.
• Provide financial guidance and support to business unit leaders.
• Stay current with accounting standards and financial regulations.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or MBA is a plus.
• Professional qualification such as ACCA, CIMA, or CFA is highly desirable.
• Minimum of 5-7 years of experience in financial analysis, FP&A, or a related field.
• Proven expertise in financial modeling, forecasting, and budgeting.
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical and problem-solving skills with a high degree of accuracy.
• Proficiency in Excel, PowerPoint, and financial planning software (e.g., Hyperion, SAP BPC).
• Strong communication and presentation skills, with the ability to articulate financial concepts to non-finance professionals.
• Ability to work independently and manage multiple priorities in a remote setting.
• Experience working in a fast-paced corporate environment.
• Proactive and detail-oriented approach to financial analysis.

Assala Energy is a dynamic Oil and Gas Exploration and Production company committed to the sustainable development of its assets in Gabon. We value a collaborative approach, promote diversity, and prioritize safety and integrity in all our operations.

As head of FP&A, you will share and lead the company’s global financial planning and analysis capability, setting the standard for insight, foresight and decision support across the organisation.

This role will be driving excellence in budgeting, forecasting, scenario planning, capital allocation, and executive/board-level reporting. You will be connecting numbers to narrative ; transforming data into a clear and compelling story of both performance to date and road ahead.

By drawing on information from across the business, you will ensure Finance delivers forward-looking insight that enables decision makers to navigate the challenges of a capital-intensive and evolving industry. Your leadership will break down silos by building relationships across teams and geographies, whilst creating single source of truth through robust processes, automation and BI tools. A central part of your mandate is to elevate the financial and analytical capability of the finance teams in London and Gabon, embedding the strong storytelling and data-driven thinking across the function.

You will balance partnering a the most senior levels with diving deep into the detail, ensuring both strategy and execution are equally strong.

Duties & Responsibilities

Strategic & Operational Leadership

• Develop and lead a best-in-class FP&A process that supports both corporate strategy and operational excellence.
• Act as a key advisor to the CFO and Senior Management Team on financial performance, risks, and opportunities.
• Drive a culture of forward-looking, data-driven decision-making across the Finance organisation.

Budgeting, Forecasting & Planning

• Lead the annual budgeting cycle, ensuring robust assumptions, clarity of drivers, and alignment with strategic priorities.
• Deliver accurate and timely forecasting (short-, medium-, and long-term), including scenario analysis and sensitivity testing.
• Introduce and embed rolling forecasts and planning processes to replace static, backward-looking models.

Performance Management & Reporting

• Drive and instil performance accountability culture ·
• Create a single source of truth for performance reporting, embedding automation, BI tools, and consistent KPIs. ·
• Introduce monthly reporting on the company scorecard.
• Partner with operations, economics, and commercial teams to translate financial results into meaningful insights. ·
• Deliver high-quality monthly management reporting packs and executive dashboards, including commentary, trend analysis, and actionable insights.
  

Investment & Scenario Analysis

• Introduce a robust capital allocation process, providing rigorous analysis and recommendations.
• Lead scenario planning to support decision-making in a volatile and capital-intensive environment.
• Develop frameworks to measure returns on investment and ensure disciplined deployment of capital.
  

Business Partnering & Influence

• Build strong relationships across London and Gabon, ensuring alignment and collaboration across functions and geographies.
• Act as a bridge between Finance, Operations, and the SMT breaking down silos and promoting shared understanding. · Train and mentor Finance teams in financial storytelling, analytical thinking, and use of data tools.

Requirements

• Significant experience in senior FP&A leadership roles within complex, capital-intensive industries (oil & gas, energy, natural resources, or infrastructure preferred).
• Proven track record of building FP& processes and systems, ideally across multiple jurisdictions.
• Strong background in corporate finance, scenario planning, and investment analysis.
• Demonstrated success in delivering Board-level reporting, executive insights, and decision support.
• Experience working in emerging markets and joint ventures is highly desirable.
• Team player ‘Can do’ attitude
• Ability to work unsupervised and to a high standard with good attention to detail
• A self-driver who is hard working and committed, reliable and takes
• Resilient and able to adapt to change