Care Referrals and Assessment Manager

  • Caretech
  • Mar 13, 2026
Full time Sales & Marketing

Job Description

Referral and Assessment Manager

  • Salary £43000.00 PA
  • Car Allowance £3800.00 PA
  • Location Coverage: West Midlands and Gloucestershire
  • Due to the nature of this role, we can only consider applicants who drive

At CareTech, we are committed to delivering Extraordinary Days, Every Day through high-quality, person-centred care. Our focus is on empowering independence, building confidence and life skills, and supporting people to live fulfilling lives in environments that best suit their needs.

CareTech Adults are recruiting for a Referral and Assessment Manager to join our Senior Management & Business Development Team. The Referral and Assessment Manager will focus on core bed fill and generating a healthy pipeline of referrals for all new services. To support the Business Development Manager and Operational leads in the marketing and sales of all voids within the regions of supported living and residential services.

To assist in maximizing business potential and profitability, helping to ensure that all CQC standards and company procedures are met and the budgeted levels of occupancy are achieved.

Role & Responsibilities:

  • To assist the Business Development Manager and Operational colleagues with the maximisation and monitoring of sales and marketing within the region
  • To ensure the timely follow up of new sales enquiries and referrals
  • To promptly carry out client assessments
  • To liaise with care managers, family members and other external professionals to secure appropriate placement of new clients, ensuring that their individual needs are met
  • To arrange and accompany visits by care workers, families and clients to care homes in the region
  • To liaise with home managers and to view homes prior to visits taking place, ensuring the best possible image of the organisation is projected
  • To assist with the completion of new business tenders, including liaison with internal departments to obtain the required information
  • To help to develop and maintain an up to date marketing database
  • To assist with the timely compilation of statistics, reports and management information
  • To assist the Business Development and Operational colleagues in arranging and running promotional activities and events, including the launch of new services and homes within the region
  • To represent the Company, when required, at regional and national events to publicise the organisation, e.g. exhibitions, trade shows, conferences.
  • To achieve divisional targets and set KPI's.

Experience:

You will have experience undertaking complex care assessments, drawing on your professional expertise to analyse need, assess risk, and develop person-centred support plans. You'll work collaboratively with individuals, families, and multi-disciplinary partners to ensure assessments are thorough, timely, and aligned to statutory responsibilities and best practice within adult social care.

Attributes:

  • A natural and thorough understanding of marketing principles
  • Ability to build and maintain strong relationships
  • Friendly, polite and professional
  • Reliable and trustworthy
  • Self-motivated and driven with a desire to continually succeed and improve

Skills:-

  • An excellent understanding of the business environment and of the services provided by CareTech community Services
  • Excellent communication and influencing skills
  • Able to manage relationships with tact and diplomacy
  • Highly organized with excellent prioritization skills
  • Able to produce and respond to detailed written and oral communication in an office setting
  • Able to use standard applications to process, obtain and combine information e.g. Microsoft Office, Excel, Word, Outlook, mail merge, and databases
  • You're forward-thinking and always one step ahead when planning workload
  • You take initiative and actively look for solutions before issues escalate.
  • You bring energy and enthusiasm to your work, thriving in a role where priorities can shift quickly.
  • You adapt easily to changing demands and are comfortable adjusting your approach as situations evolve.
  • Your flexible working style helps you support multiple priorities across the service.

What We Offer

  • Recommend A Friend Bonus
  • Free DBS Check
  • Blue Light Card
  • Stakeholder Pension
  • Free Employee Assistance Programme
  • Annual Employee Awards Evening
  • Employee Recognition Schemes
  • Ongoing training with clear career progression opportunities, including access to qualifications up to degree level
  • CareTech Foundation - Opportunity to apply for family and friend's grant

Our Values

  • Friendly
  • Positive
  • Innovative
  • Empowering
  • Person-Centred

Successful candidates will be required to complete an enhanced DBS disclosure prior to commencement of employment, the disclosure expense will be met by the employer.

If you have not heard from us within 14 days please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

T&C's paid following the successful completion of a 6-month probation period

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