Funding Solutions Specialist

Wbg Services LLP; Glasgow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Glasgow is seeking a Funding Solutions Specialist to identify and analyze funding initiatives for clients. This role involves evaluating funding options, preparing applications, and collaborating with clients to secure financing solutions. Ideal candidates should have strong funding advisory experience and excellent analytical skills. Offering a supportive environment focused on professional growth.

Benefits

32 days annual leave

Birthday off

Employee Assistance Program

Employee referral scheme

Qualifications

• Proven experience in funding advisory, banking, or business finance roles.
• In-depth knowledge of UK funding initiatives and application processes.
• Confident in client communication and capable of influencing.

Responsibilities

• Identify and source market funding initiatives for clients.
• Maintain a database of funding programmes and update the team.
• Evaluate funding options and provide tailored recommendations.

Skills

Funding advisory experience

Analytical skills

Relationship-building skills

Attention to detail

Job description

At Wbg, we’re building something ambitious - and we want you to be part of it.

This is an exciting time for our firm as we step into a bold new phase of growth. We help our people and our clients achieve their ambitions by delivering high-quality, specialist services with collaboration, forward-thinking, and integrity at our core. And we do it all with a commitment to doing business sustainably.

Right now, we’re expanding our services, strengthening our local presence, and nurturing a culture of excellence. Whether you’re taking your first career step or bringing a wealth of experience, Wbg offers the platform to grow, thrive, and make an impact.

We champion development, embrace flexibility, and live by the values of integrity, professionalism, and collaboration that define who we are.

Join us and be part of shaping the future of Wbg.

About the Job

The Funding Solutions Specialist is responsible for identifying, analysing and sourcing market funding initiatives, then matching those to the needs of clients across the firm’s portfolio. This role acts as a trusted advisor, supporting businesses in their growth and development by securing suitable financing solutions and guiding them through the process from opportunity identification to successful funding.

Key Responsibilities

• Scan the market for funding opportunities, including grants, loans, investment schemes, and government initiatives relevant to diverse client sectors
• Maintain a comprehensive database of funding programmes and regularly update the wider team on new developments or changes in criteria
• Evaluate suitability of funding options for individual clients and present tailored recommendations based on business needs, eligibility, and growth objectives
• Build and maintain strong relationships with funding bodies, lenders, advisors, and relevant third-party contacts
• Prepare and submit funding applications, supporting documentation, and persuasive business cases to secure finance for clients
• Collaborate closely with the Accounting and Advisory team to understand detailed client requirements and support successful outcomes
• Monitor progress of applications, proactively resolve any issues, and ensure all funding is processed efficiently, accurately, and in line with compliance standards
• Track market trends and regulatory changes in business finance, sharing insights with colleagues and clients
• Deliver client communications, workshops or training around funding opportunities and best practices as required
• Produce regular reports for management, tracking activity, logging wins, and ongoing opportunities for clients and the firm.

Ideal Candidate

This role is ideal for professionals keen to support a diverse portfolio of clients in securing finance and funding solutions, adding measurable impact to both client outcomes and firm growth.

Skills and Experience

• Proven experience in funding advisory, banking, business finance or grant application roles within professional services or financial sectors
• In-depth knowledge of UK funding initiatives (including public, private and grant schemes), suitability requirements and application processes
• Excellent analytical, research and evaluation skills to assess funding options against client needs
• Confident communication and relationship-building skills; capable of influencing and supporting both clients and external contacts
• High level of accuracy, organisation and attention to detail

Attributes

• Client-focused, solutions-driven and commercially aware approach
• Proactive in market scanning and opportunity identification
• Collaborative team player with ability to drive results

Why Wbg?

You’re more than just a number — you’re part of a supportive community where your success matters. We understand life is more than work, so we offer flexible working options to help you maintain a healthy balance. Our partners and managers take a genuine interest in your progress and keep an open-door for feedback and collaboration.

We believe in teamwork, sharing knowledge, and supporting each other — not just to deliver excellent client service but to help everyone thrive. From day one, you’ll have meaningful responsibility, and your achievements will be valued in a team that puts people before hierarchy.

With ongoing investment in our people, technology, and processes, Wbg offers an ambitious environment where you can own your career, grow your skills, and make a real impact.

What We Offer

We offer more than just a job — we provide a rewarding package designed to support you both professionally and personally, including:

• 32 days’ annual leave, with additional days awarded after 5 years of continuous service
• Days off for special occasions, including your birthday, moving house, and volunteering for our charity
• Opportunity to get involved in our Corporate Social Responsibility (CSR) initiatives, including a dedicated day off to volunteer with our chosen charity of the year.
• Annual leave purchase scheme (buy up to 5 extra days)
• 24/7, 365 days Employee Assistance Program (EAP)
• Discounts on food, shopping, travel, and more with the enrolment of EAP
• Employee and client referral scheme with financial rewards

Your growth is supported from day one, with clear milestones, individual mentoring, and hands-on experience that accelerates your learning. We believe in early responsibility, real recognition, and a clear path forward for thos e who are ambitious and committed.

At Wbg, our people and values are at the heart of everything we do. We are committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to be their authentic selves.

We celebrate diversity in all its forms and actively seek to create opportunities for individuals from a wide range of backgrounds and experiences. As an equal opportunities employer, we assess all applications fairly, based on merit and potential.

Our recruitment process is designed to be accessible and supportive. If you require any adjustments or reasonable accommodations during your application or interview, please let us know—we’re here to support you every step of the way.

Please download to view supporting documents below.

168 Bath StreetGlasgowG2 4TPUnited Kingdom