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- Tasks: Match individuals with services and identify growth opportunities in a dynamic role.
- Company: Milestones Trust, a values-driven charity making a real difference.
- Benefits: Competitive salary, 34 days leave, flexible pay access, and generous maternity/paternity pay.
- Why this job: Be the first point of contact and shape support journeys for those in need.
- Qualifications: Confident, creative, and numerically proficient with strong IT skills.
- Other info: Hybrid working available and excellent career development opportunities.
The predicted salary is between 36200 - 41800 £ per year.
£40,240 per annum + excellent benefits
37hrs per week
Based at Trust Office, Staple Hill, with hybrid working available
This will be a fixed term contract for 13 months with a target start date of 1st November 2025
Closing Date: 10th September 2025
Interview Date: 22nd September 2025
Click here to view the job profile and person specification
Are you a confident, curious, and creative professional looking to make a meaningful impact? Milestones Trust is seeking a Referral and Assessment Manager to play a key role in matching individuals with our services and identifying opportunities for future growth.
As the first point of contact for local authority brokers, social workers, self-referrers, and families, you\’ll be instrumental in shaping the journey of those seeking support.
This dynamic role involves:
- Identifying suitable referrals and offering tailored solutions
- Gathering background information and arranging service visits
- Supporting managers with assessments
- Collaborating with our Finance team to agree fees with funders
Key Skills & Attributes:
- Professional, diligent, and confident
- Curious, helpful, and creative
- Strong IT and analytical skills
- Numerically proficient
- Able to manage workload and time independently
- Car owner/driver essential
This is a fantastic opportunity to contribute to a values-driven organisation and help shape the future of care and support services.
Apply now and be part of something that truly makes a difference.
Here at Milestones Trust we recognise that without the hard work, commitment and passion of our staff, we wouldn\’t be the charity we are today. That\’s why we are committed to rewarding you with a competitive pay and benefits package including:
- 34 days Annual Leave Entitlement (including all recognised public holidays)
- Get paid when you want – Access your money as you earn it and request your earnings before payday using Dayforce Wallet.
- Refer a Friend Scheme earning you up to £750
- Company pension scheme, to help grow your retirement pot
- Generous Occupational Maternity/Paternity pay
- Learning and development opportunities for you to build your career
- Health Cash Plan on completion of probation giving you access to a minimum of £695 cash back for health treatments e.g. Dental, Therapies, Optical, Maternity/Paternity, NHS Prescriptions etc.
We pride ourselves with being able to offer staff opportunities to develop and progress their careers within the Trust.
For an informal conversation about the role, please contact Linda Phelps on
Please refer to our Refer a Friend policy for full details of eligibility and terms.
Milestones Trust is committed to the safeguarding and welfare of all the individuals that it supports, it expects the same commitment from all employees. If successful at interview an enhanced DBS check will take place. (Formerly CRB) A criminal record is not necessarily a barrier to recruitment. Committed to Equality and Diversity for all. Registered Charity No
Referral and Assessment Manager employer: Milestones Trust
Contact Detail:
Milestones Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Referral and Assessment Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Referral and Assessment Manager role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Milestones Trust thoroughly, understand their values, and think about how your skills align with their mission. Practise common interview questions and be ready to showcase your confidence and creativity.
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you're genuinely interested in the role and appreciate the opportunity to chat.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Milestones Trust.
We think you need these skills to ace Referral and Assessment Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills match the job description. We want to see how you can bring your unique flair to the Referral and Assessment Manager role!
Showcase Your Experience: Don’t just list your previous jobs; tell us about specific experiences that demonstrate your confidence, curiosity, and creativity. We love seeing real examples of how you've made an impact in past roles.
Be Professional Yet Personable: While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re looking for someone who can connect with local authority brokers and families, so a friendly tone can go a long way!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to keep track of your application and ensures you get all the latest updates from us!
How to prepare for a job interview at Milestones Trust
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of a Referral and Assessment Manager. Familiarise yourself with how to identify suitable referrals and offer tailored solutions, as well as the importance of collaboration with local authority brokers and social workers.
✨Showcase Your Curiosity and Creativity
During the interview, highlight your curious and creative approach to problem-solving. Share examples of how you've previously identified opportunities for growth or improved processes in your past roles, as this aligns perfectly with what the company is looking for.
✨Demonstrate Strong IT and Analytical Skills
Be prepared to discuss your IT proficiency and analytical skills. You might be asked to provide examples of how you've used these skills to manage workloads or analyse data effectively, so have some specific instances ready to share.
✨Prepare Questions That Matter
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the team dynamics, the challenges faced by the organisation, or how success is measured in this role. This shows your genuine interest and helps you assess if it's the right fit for you.
